Customers' Yachts Advisers, Inc (New York)


Customers' Yachts Advisers, Inc is a related adviser based in New York. It manages $100 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011.

Customers' Yachts Advisers provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Customers' Yachts Advisers: assets under management

The assets under management (AUM) of Customers' Yachts Advisers, Inc is $100 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $100 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Customers' Yachts Advisers, Inc 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.

Based in New York

The principal office where Customers' Yachts Advisers, Inc performs its advisory services is located at 45 Rockefeller Plaza, New York, NY 10111, 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 888 900-8880 or by fax 212 537-5790. The normal business hours are 9-5 on Other. You can find more information about the New York firm at www.customersyachts.com.