Steven Brill Advisors, Inc. (Jericho)

Steven Brill Advisors, Inc. is a large advisory firm based in Jericho. It manages $76.82 million of regulatory assets for 273 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida and New York.

Steven Brill 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.

Steven Brill Advisors: assets under management

The assets under management (AUM) of Steven Brill Advisors, Inc. is $76.82 million. The firm's AUM has grown by 83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $75.62 million in discretionary accounts and $1.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $283.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $200.42 thousand.

Fees & Commissions

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

Careers at Steven Brill Advisors, Inc.

Steven Charles Brill has been acting as President since 1 Feb 1998. Robert Lawrence Levine joined the executive team most recently as the Chief Operations Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steven Charles Brill	President	1 Feb 1998	75% - 100%	872514
Robert Lawrence Levine	Chief operations officer	1 Jul 2005	Other	4497608

Based in Jericho

The principal office where Steven Brill Advisors, Inc. performs its advisory services is located at 500 North Broadway, Suite 223, Jericho, NY 11753, 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.