AUERBACH GRAYSON & COMPANY LLC

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
27
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
30761
Registered since
September 9, 1992

Firm profile

FINTRX

Overview

Auerbach Grayson & Company LLC is registered with the SEC since 1992 and is organized as a limited liability company. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. The ownership structure is reported as a mix of domestic entity and individual owners. The dataset indicates the firm is not identified as an active ESG investor, not a multi-state adviser, not a pension consultant, and is not listed as a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • GIL AIKINS

    Chief Compliance OfficerCRD 5157274

  • NIKHIL BHATNAGAR

    Chief Executive OfficerCRD 5874592

Contacts

3 of 25
  • Jason Kim

    Senior Vice PresidentCRD 8154871

  • Alejandro Loyola

    Equity TraderCRD 8082575

  • GARTH BALLANTYNE

    Managing Director, Head of EquitiesCRD 3034474

Unlock 22 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
20 W 55th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth