S
$11.7M Total AUM
$11.7M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
45 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-1981
- Office Locations
- 1
Office Locations
-- Greenwich CT
About Securities Industry Management Corp.
Securities Industry Management Corp. is a Greenwich-based RIA. The firm has been operating for 45 years. Managing $11.7M in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company.
Team overview
-- AVG AGE
$11.7M AVG AUM / ADVISOR
$835.7K AVG AUM / CLIENT
37.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
45yrs Firm Age
Insights
Available
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Services
Available
Owner & Executives
B
BENJAMIN LIVINGSTON LUBIN
President
- CRD
- #313753
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MARIE COLE LUBIN
President
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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