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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-17-2017
- Office Locations
- 1
Office Locations
About Downtown Investment Advisory
Downtown Investment Advisory is an independent, SEC-registered RIA in White Plains, NY serving two core client groups: retirees/near-retirees seeking reliable income and capital preservation (with fixed-income expertise) and younger professionals/families pursuing long-term growth with balanced income. The firm provides retirement planning, portfolio construction and risk management, plus late-stage planning support including POA/trustee/executor coordination. Assets are custodied at Charles Schwab; no proprietary products or commissions. Principal is a Certified Senior Advisor.
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Owner & Executives
SALO AIZENBERG
Chief Compliance Officer, Managing Member
- CRD
- #4871392
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,307,034 | $819,000 |
| Non-Discretionary | $0 | -- |
| Total | $125,307,034 | $819,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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