Domain Money Advisors, LLC

RIASEC RegisteredEst. 2021
Total AUM
$43.3M
Discretionary
$43.3M
100% of AUM
Avg account
$116K
Accounts
372
Employees
39
Advisory reps
24

Firm details

Headquarters
New York, New York
CRD number
316434
Registered since
December 7, 2021
Fee structure
Hourly Charges, Subscription Fees, Fixed Fees
Client types
  • HNWI64.19%
  • Individuals35.81%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Domain Money Advisors, LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily to individuals, families and small businesses. The firm is SEC-registered (2021) and operates across multiple states. Its fee model leans away from AUM-based charging, using hourly, subscription and fixed-fee arrangements instead. Advisory services focus on planning and discretionary portfolio management rather than institutional pension consulting or capital allocation on behalf of third-party investors. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Exchange Traded Equities 57%, Non-Exchange Traded Equities 24%, Public Funds/Mutual Funds 12%, Cash & Cash Equivalents 5%, State & Local Bonds 2%57%
  • Exchange Traded Equities57%
  • Non-Exchange Traded Equities24%
  • Public Funds/Mutual Funds12%
  • Cash & Cash Equivalents5%
  • State & Local Bonds2%

Owners & executives

2 of 2
  • Cynthia-Elaine Schlanger

    Cynthia-Elaine Schlanger

    Chief Compliance OfficerCRD 5767772

  • Adam Dell

    Adam Dell

    Founder & CEOCRD 6939697

Contacts

3 of 22
  • Alex Mcdonald

    Alex Mcdonald

    Financial PlannerCRD 5804792

  • Carmina Long

    Carmina Long

    Financial PlannerCRD 7157905

  • Julia Grose

    Julia Grose

    Financial Planning ProfessionalCRD 6267387

Unlock 19 more contacts

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
32 Mercer St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth