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- Custodian
- Deutsche Bank · JP Morgan · US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-25-2019
- Office Locations
- 1
Office Locations
About 1818 Private Client Group, LLC
1818 Private Client Group is a specialized wealth advisory firm focused on optimizing premium financing portfolios and multi-generational wealth planning. The team delivers investment advice with smart credit strategies, estate planning solutions, access to alternative investments, and concierge-level financial support, supported by asset allocation, security selection, reporting, and portfolio monitoring. Capabilities include cross-currency swaps; custody includes J.P. Morgan and Deutsche Bank.
Team overview
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
ZVIKA NMN FELDMAN
Senior Vice President, Managing Partner
- CRD
- #5316260
- Ownership
- 10% but less than 25%
Showing 1 of 1 owners & executives
Unlock allContacts
Bilay Ozgun
Vice President, Private Client Relationship Manager
- CRD
- #7387967
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,476,649 | $1,649,533 |
| Non-Discretionary | $32,926,397 | $3,658,489 |
| Total | $115,403,046 | $1,955,984 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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