F
CRD: 300358
Fogel Neale Wealth Management, LLC
NEW York, NY, 10004
2129490922
$5.4M Total AUM
$5.4M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2020
- Office Locations
- 1
Office Locations
42 Broadway Suite 1227 NEW York NY
About Fogel Neale Wealth Management, LLC
Fogel Neale Wealth Management, LLC is a NEW York-based RIA. The firm has been operating for 5 years. Managing $5.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$5.4M AVG AUM / ADVISOR
$217.3K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Accredited Investors
Unison fusion
Asset Classes
Foundation north Vital pathway Bridge Ember pioneer Alpha alpha
Investment Themes
Alpha horizon
Investment Vehicles
Vital meridian
Services
Element north Beacon Prime harbor
Owner & Executives
Ralph Alan Fogel
Chief Compliance Officer, Partner
- CRD
- #1367451
- Ownership
- 25% but less than 50%
(412) 451-8311
frontier.matrix@ridgecapital.com
in linkedin.com/in/frontier-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,432,371 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,432,371 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,432,371
Equity - Exchange:
35.5% Public Funds:
32.5% Corporate - Non-Investment Grade:
22.4% Cash:
9.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,441,327,085 | 35.5% |
| Public Funds | $1,319,524,796 | 32.5% |
| Corporate - Non-Investment Grade | $909,457,090 | 22.4% |
| Cash | $389,767,324 | 9.6% |
| Total | $4,060,076,295 | 100.0% |