Julius Baer Securities Inc. is a large advisory firm based in New York. It manages $375 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 3 other states.
Julius Baer Securities provides portfolio management for individuals and small businesses. 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 Julius Baer Securities Inc. is $375 million. The firm's AUM has grown by 102% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Julius Baer Securities Inc. for their services and products based on a percentage of assets under management and commissions. 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.
Alessandro Eugenio Fusina has been acting as President since 1 May 1996. Terence George Reynolds joined the executive team most recently as the First Vice President.
The principal office where Julius Baer Securities Inc. performs its advisory services is located at 330 Madison Ave, New York, NY 10017, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 212-297-3800 or by fax 212-972-0601. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday.