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$249.2M Total AUM
$119.2M Disc. AUM
5.5% 3Y CAGR
1 Employees
9 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-03-2003
- Office Locations
- 1
Office Locations
1726 East 7TH Ave. Tampa FL
About E. Batoff & Co., Inc.
E. Batoff & Co., Inc. is a Tampa-based RIA. The firm has been operating for 23 years. Managing $249.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
54 AVG AGE
$249.2M AVG AUM / ADVISOR
$27.7M AVG AUM / CLIENT
22.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Owner & Executives
E
EVAN ROSS BATOFF
Chief Compliance Officer, Vice President
- CRD
- #4663259
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,200,000 | $7,450,000 |
| Non-Discretionary | $130,000,000 | $7,647,059 |
| Total | $249,200,000 | $7,551,515 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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