Bny Associates Incorporated is a large advisory firm based in New York. It manages $150 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Bny Associates Incorporated provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bny Associates Incorporated is $150 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bny Associates Incorporated for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Brian Gerard Rogan has been acting as President since 1 Dec 2002. John J Dichiara joined the executive team most recently as the Chief Compliance Officer.
The principal office where Bny Associates Incorporated performs its advisory services is located at One Wall Street, New York, NY 10286, 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 212-635-1487 or by fax 212-635-8525. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.bankofny.com.