Mazars Wealth Advisors

RIASEC & State Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
133936
Registered since
March 3, 2005
Custodians
SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Mazars Wealth Advisors is an independent registered investment adviser organized as an LLC and operating since its SEC registration in 2005. The firm functions primarily as a capital allocator and adviser-of-advisers: its stated advisory activity is the selection of other advisers and third-party managers rather than running large proprietary strategies in-house. The business is linked to accounting industry activity (the firm is noted as having accountant affiliations) and is owned as a domestic entity/individual structure. Fee arrangements are listed as “other,” and the profile indicates the firm does not identify as an active ESG investor, a multi-state adviser, or a pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

1 of 1
  • Lisa Osofsky

    Lisa Osofsky

    Chief Compliance OfficerCRD 3277025

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

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
135 W 50th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth