Mazars Wealth Advisors
Firm details
- Headquarters
- New York, New York
- CRD number
- 133936
- Registered since
- March 3, 2005
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Mazars Wealth Advisors is an independent registered investment adviser organized as an LLC and operating since its SEC registration in 2005. The firm functions primarily as a capital allocator and adviser-of-advisers: its stated advisory activity is the selection of other advisers and third-party managers rather than running large proprietary strategies in-house. The business is linked to accounting industry activity (the firm is noted as having accountant affiliations) and is owned as a domestic entity/individual structure. Fee arrangements are listed as “other,” and the profile indicates the firm does not identify as an active ESG investor, a multi-state adviser, or a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Lisa Osofsky
Chief Compliance OfficerCRD 3277025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 135 W 50th St
- Time zone
- ET (UTC-5)
- Office locations
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