Analyst Exchange And Trading Services Ltd. is a large advisory firm based in Tel Aviv. It manages $601.17 million of regulatory assets for 1,554 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, New York, and Pennsylvania.
Analyst Exchange And Trading Services provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Analyst Exchange And Trading Services Ltd. is $601.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 886% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Analyst Exchange And Trading Services Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ehud Shiloni has been acting as President since 1 Jun 1993. Yigal Brosh joined the executive team most recently as the Director.
The principal office where Analyst Exchange And Trading Services Ltd. performs its advisory services is located at Alrov Tower, 46 Rothschild Blvd., Tel Aviv, 66883, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 972-3-7147147 or by fax 972-3-7147142. The normal business hours are 8:30-5:30 on Other.