Brill Steven Advisors Inc is a large advisory firm based in Melville. It manages $45.32 million of regulatory assets for 163 client accounts. It has been registered with the SEC as an adviser since 2001.
Brill Steven Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. 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 Brill Steven Advisors Inc is $45.32 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Brill Steven Advisors Inc for their services and products based on a percentage of assets under management. 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 principal office where Brill Steven Advisors Inc performs its advisory services is located at Greenway Plaza 145 Pinelawn Suite 320 N, Melville, NY 11747, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 631-777-1707 or by fax 631-777-1705. The normal business hours are 9am - 5pm on Monday - Friday.