Assets Under Management
$12.2B
Number of Clients
2,073
Number of Advisors
81
Average Client AUM
$5.9M
AUM per Advisor
$150.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Clarfeld Financial Advisors, LLC, a subsidiary of Citizens Bank, N.A., provides investment advisory services to individuals, pension plans, businesses, trusts, and charitable organizations. Services include discretionary and non-discretionary investment management. The firm's platform is open-architecture, selecting managers based on investment merits. They offer fixed income and large cap strategies. The firm may recommend services of affiliated entities like Citizens Bank, CSI, and EPS.
520 White Plains Road, 3rd Floor, Tarrytown, NY, 10591