Equitable Life Assurance Society Of The Unite is a large advisory firm based in New York. It manages $54.28 billion of regulatory assets for 72 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, and New York.
Equitable Life Assurance Society Of The Unite provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Equitable Life Assurance Society Of The Unite is $54.28 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Equitable Life Assurance Society Of The Unite 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.
George Theodore Lowy has been acting as President since 1 Jul 1992. Llc Axa Client Solutions joined the executive team most recently as the Shareholder.
The principal office where Equitable Life Assurance Society Of The Unite performs its advisory services is located at 1290 Avenue Of The Americas 12 Th Floor, New York, NY 10104, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number [212]554-1234 or by fax [212]707-1877. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at equitable.com.