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Ecologic Advisors Inc. (New York)


Ecologic Advisors Inc. is an investment adviser to an investment company based in New York. It manages $250 thousand of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of New York.

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Ecologic Advisors provides portfolio management for individuals and small businesses and portfolio management for investment companies. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ecologic Advisors: assets under management

The assets under management (AUM) of Ecologic Advisors Inc. is $250 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $250 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ecologic 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.

Based in New York

The principal office where Ecologic Advisors Inc. performs its advisory services is located at 40 Exchange Place Suite 2010, New York, NY 10005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 516-410-8461 or by fax 206-984-4328. The normal business hours are 8 am - 6 am on Monday - Friday. You can find more information about the New York firm at www.ecologicinvestor.com/ea.


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