Bessemer Investor Services, Inc.

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
161
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
17442
Registered since
April 24, 1986

Firm profile

FINTRX

Overview

Bessemer Investor Services, Inc. is a corporation with an SEC registration dating back to 1986. FINTRX classifies the firm as unclassified and records its owner type as a domestic entity and individual. The profile flags it as not being a capital allocator and not an active ESG investor; it is also not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. FINTRX does not provide granular descriptions of the firm’s advisory activities, fee schedule, or client segments in the supplied data set.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael Marquez

    Michael Marquez

    Chief Operating OfficerCRD 4413060

  • Ritu Gupta

    Ritu Gupta

    Chief Compliance OfficerCRD 5059699

Contacts

3 of 159
  • Nancy Miller

    Nancy Miller

    Senior Client AdvisorCRD 6718849

  • Travis Simonson

    Travis Simonson

    Associate Vice PresidentCRD 7244421

  • Eric Stoffel

    Eric Stoffel

    Associate Vice PresidentCRD 6211239

Unlock 156 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 463

Active vs passive

$8.5B in ETFs

Passive

90%

$7.6B

Active

1%

$821M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$713M951,6218.42%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, 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
New York
Address
1271 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth