Stuart Portfolio Consultants, L.P.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
44487
Registered since
April 16, 1998

Firm profile

FINTRX

Overview

Stuart Portfolio Consultants, L.P. is organized as a partnership and is identified in the source data as owned by a domestic entity/individual. The dataset classifies the firm as unclassified and indicates it is not a capital allocator. It is not listed as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has provided no additional public detail about its advisory activities, fee structure, client base, or affiliations.

Assets & Accounts

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

Owners & executives

1 of 1
  • Edward Cohen

    CFO and FINOPCRD 1029283

Contacts

3 of 7
  • Christoph Umscheid

    Christoph Umscheid

    Managing DirectorCRD 2979652

  • Stuart Oltchick

    Stuart Oltchick

    PresidentCRD 2981824

  • William Anawaty

    William Anawaty

    Managing DirectorCRD 5651877

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
575 5th Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth