148 Advisors, LLC is a large advisory firm based in New York. It manages $80 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009.
148 Advisors provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of 148 Advisors, LLC is $80 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay 148 Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark Michael Ogan has been acting as President since 1 Feb 2009. David Aaron Smilow has served as the Chief Investment Officer since 1 Feb 2009. Michael Thomas Girouard joined the executive team most recently as the President And Cfo.
The principal office where 148 Advisors, LLC performs its advisory services is located at 435 Hudson Street, New York, NY 10014, 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 212-220-5840 or by fax 212-500-3321. The normal business hours are 9am-5pm on Monday - Friday.