SONTAG ADVISORY

sontag-advisory-logo

Sontag Advisory is a wealth manager, investment advisor, consultant and fiduciary. We are based in New York City and serve clients in more than thirty states. We have been devoted to our mission of helping clients define and achieve their financial goals since 1995.

#SimilarOrganizations #Website #More

SONTAG ADVISORY

Industry:
Banking Consulting Financial Services Venture Capital

Founded:
1995-01-01

Address:
New York, New York, United States

Country:
United States

Website Url:
http://www.sontagadvisory.com

Total Employee:
11+

Status:
Active

Contact:
212-973-1200

Email Addresses:
[email protected]

Technology used in webpage:
SPF Microsoft Exchange Online Office 365 Mail Microsoft Azure DNS GStatic Google Static Content Google Maps API Network Solutions DNS Fastly Hosted Fastly Load Balancer Workplace By Facebook


Similar Organizations

offit-capital-advisors-logo

Offit Capital Advisors

Offit Capital Advisors is a Financial planner offering finance solutions and consultancy in New York City.

Official Site Inspections

http://www.sontagadvisory.com

  • Host name: 207.99.93.34
  • IP address: 207.99.93.34
  • Location: Cedar Grove United States
  • Latitude: 40.8534
  • Longitude: -74.2297
  • Metro Code: 501
  • Timezone: America/New_York
  • Postal: 07009

Loading ...

More informations about "Sontag Advisory"

Howard Sontag - Wealthspire

Howard founded Sontag Advisory, a predecessor firm of Wealthspire, to introduce his personal client-centric approach to financial advisory services. The foundation of the “Sontag Model” is the belief that advisors and clients should “sit at same …See details»

Sontag Advisory - Crunchbase Company Profile & Funding

Sontag Advisory is a wealth manager, investment advisor, consultant and fiduciary. We are based in New York City and serve clients in more than thirty states. We have been devoted to our …See details»

Eric Sontag, CFA® - Wealthspire

Previously, Eric was the Chief Operating Officer of Sontag Advisory, one of Wealthspire’s predecessor firms. Before that, he held various positions at …See details»

Sontag Advisory LLC Company Profile - Dun & Bradstreet

Find company research, competitor information, contact details & financial data for Sontag Advisory LLC of New York, NY. Get the latest business insights from Dun & Bradstreet.See details»

Close of Acquisition by NFP's Sontag Advisory | Wealthspire

See details»

Howard Sontag Profile: Contact Information & Network - PitchBook

Howard Sontag General Information Biography. Mr. Howard Sontag is the Founder and serves as Chairman at Wealthspire Advisors. He founded Sontag Advisory, a predecessor firm of …See details»

Sontag Advisory LLC (New York) | Adviser Rankings - wallmine

Sontag Advisory LLC is a large advisory firm based in New York. It manages $4.99 billion of regulatory assets for 5,813 client accounts. It has been registered with the SEC as an adviser …See details»

Sontag Advisory and Bronfman Rothschild Combine to …

Oct 30, 2019 NFP first announced plans to acquire Bronfman Rothschild in March, noting that a new brand strategy for integration of Bronfman Rothschild with Sontag Advisory and their shared values would follow. “Wealthspire is the …See details»

Sontag Advisory - Contacts, Employees, Board Members

Sontag Advisory is a wealth manager, investment advisor, consultant and fiduciary.See details»

Wealthspire Advisors LLC - Company Profile and News

Wealthspire Advisors LLC provides investment advisory services. The Company offers wealth and tax management, insurance, asset allocation, financial and estate planning, and consulting …See details»

Bronfman Rothschild and Sontag unveil rebrand after NFP deal

Oct 30, 2019 The RIA’s name is no more, a little more than five months after its merger with Sontag Advisory closed in early May. The combined $10 billion firm will now be known as …See details»

Sontag Advisory, LLC Surpasses $4 Billion in Assets; Receives …

Jul 29, 2014 Sontag Advisory tops $4 billion in assets under management.Named to Financial Times' 300 Top Registered Investment Advisers, Forbes' Top 50 Wealth Managers, and …See details»

Sontag Advisory and Bronfman Rothschild Combine to Launch …

NEW YORK – October 30, 2019 – NFP today announced the launch of Wealthspire Advisors, representing the combined RIA of Sontag Advisory and Bronfman Rothschild. "Our new name …See details»

Martha S. Staniford - Managing Director - Wealthspire Advisors

Managing Director at Wealthspire Advisors · I am passionate about taking care of my clients as a financial advisor, developing, implementing, and overseeing solutions that integrate investment ...See details»

What’s Behind Private Ocean’s Sale to Wealthspire?

Nov 22, 2021 Wealthspire Advisors, the $14.8 billion registered investment advisory firm created via the merger of Sontag Advisory and Bronfman Rothschild in 2019, has announced plans to …See details»

Sontag Advisory & Bronfman Rothschild Launch Wealthspire

Oct 30, 2019 NFP first announced plans to acquire Bronfman Rothschild in March, noting that a new brand strategy for integration of Bronfman Rothschild with Sontag Advisory and their …See details»

NYC Investment Advisory Firm, Sontag Advisory LLC, Names …

Feb 3, 2016 Sontag Advisory ranks 33rd on Forbes 'Top 100 Wealth Managers', the 5th out of 14 firms in the New York City metro area, 24th in Wealth Management's 'Top 100 RIAs of …See details»

Top 100 RIA Profile: Sontag Advisory | Wealth Management

Jul 1, 2009 CITY: New York ESTABLISHED: 1995 AUM: $5.3 billion NUMBER OF CLIENTS: 500 NUMBER OF PARTNERS: 5 NUMBER OF STAFF: 24 Registered Rep.: Your RIA is one …See details»

Sontag Advisory LLC Announces the Appointment of David …

Mar 9, 2016 Sontag Advisory, LLC, an NFP Corp. subsidiary, is a New York City based, independent registered investment advisory firm that serves clients in over 30 states and has …See details»

Sontag Advisory Ranked #53 in 2019 RIA Survey | Wealthspire

New York, NY, July 23, 2019 – Sontag Advisory, a leading financial planning and investment advisory firm, announced that it was ranked #53 in Financial Advisor Magazine’s 2019 RIA …See details»

linkstock.net © 2022. All rights reserved