Richard N. Sirott Accountancy Corporation
Firm details
- Headquarters
- ,
- CRD number
- 134360
- Custodians
- 3000 SCHWAB WAY, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals95.18%
- Corporations / Businesses4.82%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Richard N. Sirott Accountancy Corporation is an independent registered investment adviser operating as an accounting firm that also provides portfolio management for individuals and small businesses. The firm serves both individual & family and institutional clients and charges advisory fees based on a percentage of assets under management. It is organized as a corporation with individual ownership and does not identify itself as a capital allocator or pension consultant. The firm is not flagged as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities55%
- US Government Bonds20%
- Derivatives20%
- Cash & Cash Equivalents5%
Contacts
1 of 1Richard Sirott
PresidentCRD 2765151
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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