Iniciar sesión Regístrese gratis

Rothkopf Stuart Jay (Bearsville)


Rothkopf Stuart Jay is a large advisory firm based in Bearsville. It manages $32.42 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001.

Rothkopf Stuart Jay 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.

Rothkopf Stuart Jay: assets under management

The assets under management (AUM) of Rothkopf Stuart Jay is $32.42 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.49 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rothkopf Stuart Jay 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.

Based in Bearsville

The principal office where Rothkopf Stuart Jay performs its advisory services is located at 201 Wittenberg Rd, Bearsville, NY 12409 0400 The mailing address of the firm is P.O. Box 400, Bearsville, NY 12409 0400. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 845-679-2249 or by fax 845-679-2576. The normal business hours are 8:00 a.m.- 6:00 p.m. on Monday - Friday.


Registered investment advisers similar to Rothkopf Stuart Jay