OSCAR GRUSS & SON INCORPORATED

Broker-DealerFINRA MemberEst. 1978
Total AUM
Advisory reps
28
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
2091
Registered since
January 26, 1978

Firm profile

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Overview

Oscar Gruss & Son Incorporated is organized as a corporation and has been SEC-registered since 1978. Public-facing records classify the firm as "unclassified" and indicate ownership involving both an individual and a foreign entity. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. It is not designated as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Filings and summary data offer minimal detail about the firm's client mix, advisory activities, or fee arrangements.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

2 of 2
  • MICHAEL HALIMI

    Founding Partner & CEOCRD 2354986

  • DANIELLE LANDAU

    CFO & COOCRD 4671417

Contacts

3 of 26
  • BARRY KAPLAN

    SalesCRD 1996420

  • AVI BOUHADANA

    PartnerCRD 6382537

  • YANKEL HASSAN

    Co-FounderCRD 6611030

Unlock 23 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
10 E 53rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth