The Ericott Group, LLC is a large advisory firm based in New York. It manages $366.25 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2002.
The Ericott Group provides portfolio management for investment companies and portfolio management for pooled investment vehicles. 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 The Ericott Group, LLC is $366.25 million, 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 The Ericott Group, LLC for their services and products based on a percentage of assets under management and performance-based 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.
Robert Abraham Berber has been acting as President since 1 Jan 2002. Lawrence Kimmel joined the executive team most recently as the Director.
The principal office where The Ericott Group, LLC performs its advisory services is located at 1211 Avenue Of The Americas, New York, NY 10036, 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 212-899-7600 or by fax 212-899-7640. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.