Comrie Wealth Management LLC (New York)

Comrie Wealth Management LLC is a related adviser based in New York. It manages $59.7 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.

Comrie Wealth Management provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and tax preparation and compliance. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Comrie Wealth Management: assets under management

The assets under management (AUM) of Comrie Wealth Management LLC is $59.7 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $59.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.53 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Comrie Wealth Management LLC for their services and products based on a percentage of assets under management and fixed fees. 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.

Careers at Comrie Wealth Management LLC

Michael William Comrie has been acting as President since 1 Sep 2014. Hpm Partners Llc joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hpm Partners Llc	Member	1 Sep 2014	75% - 100%	151559
Comrie Wealth Management Inc.	Member	1 Sep 2014	25% - 50%	32-0451053
Michael William Comrie	President	1 Sep 2014	Other	6419335
Robert Joseph Seco	Chief compliance officer	1 Sep 2014	Other	5637325
Michael Comrie	President	1 Sep 2014	Other	6419335

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Irma Milstein	Trustee	1 Mar 1998	Other	5583589
Howard P. Milstein	Trustee	1 Mar 1998	Other	4759415
Emigrant Bancorp	Parent corporation	1 Dec 2003	75% - 100%	13-3780951
New York Private Bank And Trust Corporation	Parent corporation	1 Dec 2003	75% - 100%	20-0136064
Paul Milstein 1998 Revocable Trust	Grantor trust	1 Feb 2004	75% - 100%	4759415
Irvin Alan Leonard	Manager	1 Aug 2009	Other	5719461
Kurt Patrick Miscinski	President	1 Oct 2009	Other	2694200
Emigrant Bank	Parent corporation	1 Dec 2009	50% - 75%	13-5052245

Based in New York

The principal office where Comrie Wealth Management LLC performs its advisory services is located at 6 East 43 Rd Street, New York, NY 10017, 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 212-850-4284 or by fax 913-491-7977. The normal business hours are by appointment only on Other.