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SEGAL MARCO ADVISORS
SEGAL ADVISORS, INC.
CRD 114687 · SEC 801-61280
66 HUDSON BLVD E, NEW YORK, NY, 10001-2192, United States
Phone
212-251-5900
Fax
212-208-4564
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$50.15B
Discretionary AUM
$12.91B
Team
112 total employees; 103 advisory reps; 654 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; SEE SCHEDULE D, PAGE 5
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsINDEPENDENT FIDUCIARY, PROXY VOTING, PERFORMANCE MEASUREMENT AND INVESTMENT PRODUCT REVIEW
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $2.47B |
| Pension/profit sharing plans | 74 | $43.44B |
| Charitable organizations | 4 | $209.6M |
| State/municipal entities | 6 | $747.1M |
States served
VT, AK, AZ, CA, CO, DC, GA, IL, IN, KS, KY, LA, MD, MA, MI, MN, NE, NV, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD