Cantor Fitzgerald Investment Advisors

RIASEC Registered

Total AUM

$3.2B

Discretionary

$3.2B

100% of AUM

Avg account

$2.5M

Accounts

1,302

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 159296
Registered since: November 15, 2011
Website: www.cantor.com
Custodians: CHARLES SCHWAB & CO., INC., TRUIST INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: Investment Companies51.81%
HNWI35.32%
Individuals5.79%
Pooled Investment Vehicles3.54%
Corporations / Businesses1.46%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cantor Fitzgerald Investment Advisors is organized as a limited partnership and operates as an institutional registered investment adviser. The firm is registered with the SEC (registered in 2011) and positions itself as a capital allocator serving both individual & family clients and institutional investors. Its advisory services span financial planning and portfolio management across individuals, pooled vehicles, investment companies and institutions, and it also performs adviser selection for clients. Fee arrangements include asset‑based fees alongside hourly, fixed, performance and other fee structures. The firm identifies as an active ESG investor and also provides pension consulting. Operationally, Cantor Fitzgerald Investment Advisors is involved in commodity pool/CTA activities and other financial product sales, and it has industry affiliations that include broker‑dealer, futures commission merchant, and sponsor/GP roles for pooled vehicles.