Gotham Block, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 290005
- Website
- www.gothamblock.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Gotham Block, LLC is a New York–based limited liability company owned by an individual. The firm provides a mix of advisory services that include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and educational seminars or workshops. It offers a flexible fee menu that can include a percentage-of-AUM charge, hourly fees, fixed fees and other billing arrangements. Gotham Block does not present itself as a capital allocator and does not emphasize ESG investing. It is not structured as a multi-state adviser.
Assets & Accounts
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
Contacts
1 of 1Iakov Pevzner
PrincipalCRD 2760988
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
- 99 Wall St
- Time zone
- ET (UTC-5)
- Office locations
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