Bronfman E.L. Rothschild, L.P. is a large advisory firm based in Rockville. It manages $5.84 billion of regulatory assets for 2,332 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alabama, Arizona, California, and 30 other states.
Bronfman E.L. Rothschild provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bronfman E.L. Rothschild, L.P. is $5.84 billion. The firm's AUM has grown by 211% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bronfman E.L. Rothschild, L.P. for their services and products based on a percentage of assets under management, 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Almog Geva is high net worth individuals with 723 clients and $2.91 billion of assets under management. Among the 11 most similar advisory firms, Bronfman E.L. Rothschild has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $5.84 billion for 2,332 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bronfman E.L. Rothschild doesn't advise any private funds.
The company employs 95 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 62 employees are registered as investment adviser representatives with the state securities authorities.
There are 11 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Almog Geva has been acting as President since 1 May 2013. Michael Anthony Lamena joined the executive team most recently as the Chief Executive Officer.
The principal office where Bronfman E.L. Rothschild, L.P. performs its advisory services is located at One Preserve Parkway, Rockville, MD 20852, which is also the mailing address of the firm. An additional office of the firm is in Appleton, WI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 888-303-2357. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at belr.com.