ROW Management Inc.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- US Government Bonds6%
- Exchange Traded Equities3%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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