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Munsie, Robert Helman (Rye)


Munsie, Robert Helman is a related adviser based in Rye. It manages $7 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010.

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Munsie, Robert Helman provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Munsie, Robert Helman: assets under management

The assets under management (AUM) of Munsie, Robert Helman is $7 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Munsie, Robert Helman for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rye

The principal office where Munsie, Robert Helman performs its advisory services is located at 12 Larkspur Lane, Rye, NY 10580, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 914-967-3187 or by fax 914-967-3206. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.ramlp.com.


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