RIA Intel›Advisers›New York›SWITZKY, STEPHEN BAKER

SWITZKY, STEPHEN BAKER

Advisory

NY

Data as of Apr 13, 2022 · Source: SEC Form ADV

Rank in NY

#5,154

of 5,722 advisers by AUM

Average account

$2M

across 7 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 13, 2022.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

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