W
CRD: 126215
Wank & Liptzin Advisory Services LLC
$19.0M Total AUM
$19.0M Disc. AUM
-- 3Y CAGR
2 Employees
14 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-21-1998
- Office Locations
- 1
Office Locations
114 OLD Country Road Mineola NY
About Wank & Liptzin Advisory Services LLC
Wank & Liptzin Advisory Services LLC is a Garden City, NY RIA serving retail and institutional clients with financial planning and portfolio construction focused on asset allocation across mutual funds, ETFs, and fixed income. The firm custodies with Charles Schwab and offers a secure client portal for sharing files.
Team overview
-- AVG AGE
$9.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
5 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
RHONA LIPTZIN
Accountant
- CRD
- #1425697
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JERALD WANK
Accountant
- CRD
- #4650109
- 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 | $19,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - OTC:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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