Gotham Block, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
290005
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Gotham Block, LLC is organized as a limited liability company with an individual owner and is classified in the dataset as unclassified. The firm is not identified as a capital allocator and is not marked as an active ESG investor. FINTRX does not list an SEC registration year for the firm, and it is not flagged as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Advisory services documented for Gotham Block include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and educational seminars or workshops. The firm uses a mix of fee arrangements—percentage of AUM, hourly fees, fixed fees, and other fee structures are all noted.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • Iakov Pevzner

    PrincipalCRD 2760988

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
99 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth