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 organized as a limited partnership and has been SEC-registered since 2011. The firm acts as a capital allocator serving both individual/family and institutional clients. Its advisory practice encompasses financial planning and portfolio management across individuals, pooled vehicles, investment companies, businesses and institutions, and it also performs manager selection. Fee arrangements are varied and include AUM-based fees, fixed and hourly charges, and performance-based compensation. The firm is active on ESG matters and provides pension consulting services. On the product and operations side, Cantor Fitzgerald Investment Advisors is engaged as a CPO/CTA and other financial product salesperson, and maintains industry affiliations that include broker‑dealer relationships, futures commission merchant activity, and sponsorship or management roles in pooled investment vehicles.