Idb Capital Corp. is a large advisory firm based in New York. It manages $32.58 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Connecticut, Florida, New Jersey, and New York.
Idb Capital Corp provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Idb Capital Corp. is $32.58 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -65% 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 Idb Capital Corp. 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.
Julio Berger has been acting as President since 1 Feb 2002. Gregory Patrick Jr Bodkin joined the executive team most recently as the Vice President And Chief Compliance Officer.
The principal office where Idb Capital Corp. performs its advisory services is located at 511 Fifth Avenue, New York, NY 10017, 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 212-551-8729 or by fax 212-551-8169. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.idbcapital.com.