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Wendy Abels Eisenberg

AEREF MANAGEMENT, LLC·NEW YORK, New York
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40 WEST 57TH STREET, NEW YORK, NY 10019-4001CRD# 7676364Firm CRD# 322495
01

About

Wendy Abels Eisenberg is a registered financial advisor based in NEW YORK, New York, affiliated with AEREF MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
AEREF MANAGEMENT, LLC
AEREF MANAGEMENT, LLC
AUM
$26M
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at AEREF MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7676364
Firm CRD# 322495
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wendy Abels Eisenberg offer?
Wendy Abels Eisenberg specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Wendy Abels Eisenberg's credentials?
Wendy Abels Eisenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendy Abels Eisenberg located?
Wendy Abels Eisenberg is based in NEW YORK, New York, working with AEREF MANAGEMENT, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Wendy Abels Eisenberg charge for services?
Wendy Abels Eisenberg's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AEREF MANAGEMENT, LLC?
AEREF MANAGEMENT, LLC has approximately 31 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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