DOMAIN MONEY ADVISORS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 316434
- Registered since
- December 7, 2021
- Website
- www.domainmoney.com
- Fee structure
- Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- HNWI64.19%
- Individuals35.81%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Domain Money Advisors, LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily to individuals, families and small businesses. The firm is SEC-registered (2021) and operates across multiple states. Its fee model leans away from AUM-based charging, using hourly, subscription and fixed-fee arrangements instead. Advisory services focus on planning and discretionary portfolio management rather than institutional pension consulting or capital allocation on behalf of third-party investors. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities57%
- Non-Exchange Traded Equities24%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents5%
- State & Local Bonds2%
Owners & executives
2 of 2Cynthia-Elaine Schlanger
Chief Compliance OfficerCRD 5767772
ADAM DELL
Founder & CEOCRD 6939697
Contacts
3 of 35Jacob Tell
Financial PlannerCRD 8224945
Macy Reimbold
Financial PlannerCRD 7772439
JOHN SMITH
ManagerCRD 6366511
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 32 Mercer St
- Time zone
- ET (UTC-5)
- Office locations
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