This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Radial timberRadial
- Established Date
- 10-15-2014
- Office Locations
- 1
Office Locations
About Minko Wealth
Minko Wealth is a family-focused wealth management firm in Brooklyn providing coordinated planning and investment consulting for households seeking multigenerational outcomes. Services include advanced planning, portfolio construction, estate/gift and income tax planning, and business succession support, backed by a legal and financial network. The firm emphasizes academically grounded, risk-managed investing and access to institutional-quality investments.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANTHONY JAMES MINKO
Founder, President
- CRD
- #6390320
- Ownership
- 50% but less than 75%
CHRISTOPHER JOHN MINKO
Managing Member, Senior Manager
- CRD
- #4954763
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,090,347 | -- |
| Non-Discretionary | $0 | -- |
| Total | $119,090,347 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $119,090,347
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,915,309,711 | 25.2% |
| Equity - Exchange | $1,261,672,270 | 16.6% |
| U.S. Government/Agency | $1,778,501,874 | 23.4% |
| Municipal Bonds | $1,877,307,534 | 24.7% |
| Cash | $767,643,972 | 10.1% |
| Total | $7,600,435,361 | 100.0% |