CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

RIASEC RegisteredEst. 2012

Total AUM

$40.3B

Discretionary

$17B

42% of AUM

Avg account

$44M

Accounts

914

Employees

193

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 164198
Registered since: May 29, 2012
Website: ceritypartners.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, U.S. BANK, N.A., EMPOWER FINANCIAL SERVICES, INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans79.31%
Corporations / Businesses11.95%
Charitable Organizations8.4%
State / Municipal Government0.33%
Services: Portfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cerity Partners Retirement Plan Consultants is an LLC that operates as an institutional-focused advisory and capital-allocating business. The firm is SEC-registered (since 2012) and identifies its client base primarily as institutional. Its service model includes portfolio management for businesses and institutions, selection of other advisers, and running educational seminars and workshops for clients. The firm reports multiple fee arrangements, including percentage-of-AUM, hourly charges, fixed fees and other fee structures. Cerity Partners Retirement Plan Consultants also describes itself as an active ESG investor, and it functions as a related adviser within a broader organizational structure.