Empire State Financial, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Long Beach, New York
CRD number
5657
Registered since
February 24, 1971
Website
esfi.com

Firm profile

FINTRX

Overview

Empire State Financial, Inc. is organized as a corporation with ownership designated as a combination of a domestic entity and an individual. The firm is classified as unclassified in the available records. Public-facing data provide little detail about its advisory mandate, client segments, fee schedules, or day-to-day business activities. The firm is not identified as a capital allocator and does not report being an active ESG investor, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Long Beach, NY

Nassau

Location

Long Beach, NY

Headquartered in Long Beach, 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
Nassau
Address
20 W Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth