CANTOR FITZGERALD INVESTMENT ADVISORS

RIASEC RegisteredEst. 2011

Total AUM

$3.2B

Discretionary

$3.2B

100% of AUM

Avg account

$2.5M

Accounts

1,302

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 159296
Registered since: November 15, 2011
Website: www.cantor.com
Custodians: CHARLES SCHWAB & CO., INC., TRUIST INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: Investment Companies51.81%
HNWI35.32%
Individuals5.79%
Pooled Investment Vehicles3.54%
Corporations / Businesses1.46%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cantor Fitzgerald Investment Advisors is a limited partnership that began SEC registration in 2011 and functions as a capital allocator for both individual/family and institutional clients. The firm provides multi-faceted advisory services including financial planning and portfolio management across individual, pooled, and institutional vehicles, and it also performs selection of other advisers. Its business activities extend into commodity-trading and other financial product sales; regulatory filings list roles consistent with CPO/CTA activity and sponsorship or management of pooled investment vehicles. Fee arrangements include percentage of AUM, hourly and fixed fees, and performance-based structures. The firm identifies as an active ESG investor and also provides pension consulting services.