Huber Joan Macmonnies (Glen Head)


Huber Joan Macmonnies is a mid-sized advisory firm based in Glen Head. It manages $49.36 million of regulatory assets for 91 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Huber Joan Macmonnies provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Huber Joan Macmonnies: assets under management

The assets under management (AUM) of Huber Joan Macmonnies is $49.36 million. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $44.13 million in discretionary accounts and $5.24 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $565.71 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $402.79 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Huber Joan Macmonnies for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Glen Head

The principal office where Huber Joan Macmonnies performs its advisory services is located at 24 Rolling Drive, Glen Head, NY 11545 2613, 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 516-626-3359 or by fax 516-626-2747. The normal business hours are 10:00am - 4:00pm on Monday - Friday.

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