Creditsights Advisory Services, LLC is a pension cosultant based in New York. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of New York.
Creditsights Advisory Services provides portfolio management for businesses and institutional clients, pension consulting services, and risk assessment services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Creditsights Advisory Services, LLC for their services and products based on hourly charges, subscription fees, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Creditsights Advisory Services is other investment advisers with 1 clients and $0 of assets under management. Among the 4 most similar advisory firms, Creditsights Advisory Services has the highest percentage of other investment advisers out of all clients.
None of the firm’s clients are foreign persons or businesses.
Creditsights Advisory Services doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No 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 don’t receive compensation from other entities for client referrals.
The principal office where Creditsights Advisory Services, LLC performs its advisory services is located at 2 Park Avenue, New York, NY 10016, 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 212.340.3813. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at creditsights.com.