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Jeffrey Marc Glick

SCHULTZE ASSET MANAGEMENT, LP·RYE BROOK, New York
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800 WESTCHESTER AVENUE, RYE BROOK, NY 10573CRD# 6121419Firm CRD# 110927
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About

Jeffrey Marc Glick is a registered financial advisor based in RYE BROOK, New York, affiliated with SCHULTZE ASSET MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
SCHULTZE ASSET MANAGEMENT, LP
SCHULTZE ASSET MANAGEMENT, LP
AUM
$60M
Regulatory assets under management
Employees
6
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6121419
Firm CRD# 110927
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Marc Glick offer?
Jeffrey Marc Glick specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RYE BROOK, New York for a consultation.
What are Jeffrey Marc Glick's credentials?
Jeffrey Marc Glick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Marc Glick located?
Jeffrey Marc Glick is based in RYE BROOK, New York, working with SCHULTZE ASSET MANAGEMENT, LP. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.
How does Jeffrey Marc Glick charge for services?
Jeffrey Marc Glick'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 SCHULTZE ASSET MANAGEMENT, LP?
SCHULTZE ASSET MANAGEMENT, LP has approximately 6 employees and manages $60M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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