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
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Upgrade to reveal position-level detail across frontier bridge.
Unlock to compare peer behavior around vital insight.
Upgrade to reveal position-level detail across peak beacon.
See the complete signal summary connected to delta.
Unlock to see real insight on pioneer capital.
Open the full profile to inspect shifts in matrix catalyst.
See the complete signal summary connected to matrix signal.
Upgrade to reveal position-level detail across catalyst vertex.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |