Goldsmith & Harris Asset Management, LLC (New York)

Goldsmith & Harris Asset Management, LLC is a pension cosultant based in New York. It manages $15.26 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New York.

Goldsmith & Harris Asset Management provides market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Goldsmith & Harris Asset Management: assets under management

The assets under management (AUM) of Goldsmith & Harris Asset Management, LLC is $15.26 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $15.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $693.5 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Goldsmith & Harris Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Goldsmith & Harris Asset Management, LLC

Philip Warren Goldsmith has been acting as President since 1 May 2006. Jay Richard Harris joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Philip Warren Goldsmith	Director/chief compliance officer	1 May 2006	25% - 50%	224483
Jay Richard Harris	Director	1 May 2006	25% - 50%	237964
Armand Bartholomew Erpf	Director	1 May 2006	25% - 50%	2760259

Based in New York

The principal office where Goldsmith & Harris Asset Management, LLC performs its advisory services is located at 80 Pine Street, New York, NY 10005 1702, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.