Accrued Equities Inc.
Firm details
- Headquarters
- Melville, New York
- CRD number
- 13452
- Registered since
- October 6, 1980
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Accrued Equities Inc. is a corporation operating as an institutional registered investment adviser and broker-dealer. The firm is registered with the SEC (registered in 1980) and serves an institutional client base, providing portfolio management services specifically for investment companies. Ownership is listed as individual, and the adviser charges fees as a percentage of assets under management. The firm does not position itself as an ESG investor and is not identified as a multi-state adviser or a capital allocator.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
David Schoenwald
President and DirectorCRD 1128276
Murray Rosenblith
Registered PrincipalCRD 5721773
Kathleen Don Angelo
Registered PrincipalCRD 7385896
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Melville, NY
Suffolk
Location
Melville, NY
Headquartered in Melville, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Suffolk
- Address
- 150 Broadhollow Rd
- Time zone
- ET (UTC-5)
- Office locations
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