ROW Management Inc.

RIAState Registered
Total AUM
$14M
Discretionary
$0
0% of AUM
Avg account
$368K
Accounts
38
Employees
2
Advisory reps
2

Firm details

Headquarters
Brooklyn, New York
CRD number
332345
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • HNWI50%
  • Individuals28.57%
  • Pension & Profit Sharing Plans21.43%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

ROW Management Inc. is a small, state-registered advisory corporation that focuses on portfolio management for individual clients and small businesses. The firm operates under an owner-held structure and charges fees based on a percentage of assets under management. Its client mix includes individual and family clients as well as some institutional relationships. ROW Management is registered with state regulators in New York and Ohio and maintains an affiliation with an insurance company, which appears consistent with its use of insurance-linked products in client portfolios.

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

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, US Government Bonds 6%, Exchange Traded Equities 3%, Cash & Cash Equivalents 1%90%
  • Public Funds/Mutual Funds90%
  • US Government Bonds6%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Brooklyn, NY

Kings

Location

Brooklyn, NY

Headquartered in Brooklyn, 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
Kings
Address
1035 Brighton Beach Ave
Time zone
ET (UTC-5)
Office locations

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