Mazars Usa Wealth Advisors LLC is a large advisory firm based in New York. It manages $115.98 million of regulatory assets for 179 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Florida, New Jersey, New York, and Pennsylvania.
Mazars Usa Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mazars Usa Wealth Advisors LLC is $115.98 million. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mazars Usa Wealth Advisors LLC for their services and products based on a percentage of assets under management and fixed 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Mazars Usa Wealth Advisors is high net worth individuals with 53 clients and $60.35 million of assets under management. Among the 8 most similar advisory firms, Mazars Usa Wealth Advisors has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $92.8 million for 103 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Mazars Usa Wealth Advisors doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Mazars Usa Wealth Advisors LLC performs its advisory services is located at 135 West 50 Th Street, New York, NY 10020, which is also the mailing address of the firm. An additional office of the firm is in Edison, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-375-6506 or by fax 212-375-6912. The normal business hours are 9 a.m to 5 p.m. on Monday - Friday. You can find more information about the New York firm at mazarswa.com.