Geller Advisors LLC

GELLER ADVISORS LLC es una compañía de responsabilidad limitada con sede en Delaware que cuenta con 121 empleados, 12 de los cuales tienen roles de asesoramiento. Sus servicios se extienden a cuatro clientes y su estado ante la SEC está sancionado y registrado desde el 31 de marzo de 2005.

• DOREEN NIDOWICZ

  CHIEF OPERATING OFFICER posee menos de 5%

• EDWARD SETH HORNSTEIN

  CHIEF COMPLIANCE OFFICER posee menos de 5%

• GELLER & COMPANY LLC

  OWNER posee 75% o más

• HAYDEN M HOROWITZ

  CHIEF EXECUTIVE OFFICER posee menos de 5%

• MARTIN JAY GELLER

  GELLER & COMPANY PRESIDENT posee menos de 5%

• ROBERT WEDEKING

  CHIEF INVESTMENT OFFICER posee menos de 5%

• GELLER HOLDINGS, INC.

  OWNER posee 75% o más

• MARTIN JAY GELLER

  OWNER posee 75% o más

• CITIBANK N.A.
  Estados Unidos
• FIRST REPUBLIC BANK
  Estados Unidos
• FIRST REPUBLIC BANK
  Estados Unidos
• TD AMERITRADE, INC.
  Estados Unidos

• Harrison Fiduciary Group LLC
• Stonehurst Management LLC
• Antipodean Advisors LLC
• BX REIT Advisors LLC
• SIO Capital Management LLC
• Strategic Partners Fund Solutions Advisors LP
• HS Management Partners LLC
• Siridean Advisors LLC
• Open Field Capital LLC
• Pinnacle Asset Management LP

• Investing in the future: Comparing Geller Advisors LLC Q3 2022 vs. Q4 2022 Holdings
• Geller Family Office Services LLC, a Leader in Financial Advisory and Wealth Management, Selects Dynasty Financial Partners as its Client Technology Platform

• SPDR S&P 500 ETF TR TR UNIT $99,293k
• VANGUARD INDEX FDS S&P 500 ETF SHS $95,910k
• Invesco FTSE RAFI US 1000 Port $25,142k
• ISHARES U $11,237k
• ISHARES TR RUSSELL 2000 ETF $9,331k
• ISHARES MSCI KLD 400 SOCIAL ETF $2,709k
• ISHARES TR CORE S&P500 ETF $1,694k
• MASTERCARD INC $1,211k
• GOLDMAN SACHS ETF TR $1,056k
• JPMORGAN CHASE & CO $1,032k