$9.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan · TD Ameritrade · Tiaa
- Clients
- Retail
- Platforms
- Summit oakUnison pathway +more
- Established Date
- 12-01-2017
- Office Locations
- 1
Office Locations
-- West Harrison NY
About Central Park Financial Planning
Central Park Financial Planning is a fee-only, fiduciary financial planning practice serving clients in New York City and Westchester County. Founder Rob Friedman, CFP and Certified Divorce Financial Analyst, provides comprehensive planning via an open retainer model, with portfolio implementation often using diversified ETFs and asset-allocation/risk-management frameworks; custody includes Schwab.
Team overview
-- AVG AGE
$9.6M AVG AUM / ADVISOR
$739.3K AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Focus Eagle unison
Client Personas
Matrix
Custodian
Insight ridge Wave ridge Ridge zenith
Investment Themes
Glacier summit Zenith foundation
Investment Vehicles
Alpha atlas Vector
Services
Quantum foundation Crest momentum Signal Focus insight Legacy Insight ember North vital Optima
Technology
Pathway Radial horizon Zenith
Owner & Executives
Robert Howard Friedman
Chief Compliance Officer, Founder, MANAGING DIRECTOR
- CRD
- --
- Ownership
- 75% or more
(486) 299-1190
timber.atlas@crestcapital.com
in linkedin.com/in/summit-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,611,000 | -- |
| Total | $9,611,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,611,000
Equity - Exchange:
15.3% Other:
46.6% Cash:
38.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $314,185,890 | 15.3% |
| Other | $956,932,188 | 46.6% |
| Cash | $782,384,471 | 38.1% |
| Total | $2,053,502,549 | 100.0% |