Stock Markets Institute is an adviser based in Moscow. It manages $11 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.
Stock Markets Institute provides portfolio management for individuals and small businesses. 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 Stock Markets Institute is $11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and $55 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Stock Markets Institute 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.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Sergey Perminov is high net worth individuals with 1 clients and $6 million of assets under management. Among the 4 most similar advisory firms, Stock Markets Institute has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $11 million for 39 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 5% of the firm’s clients are foreign persons or businesses.
Stock Markets Institute doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Sergey Perminov has been acting as President since 1 Mar 2002. Ekaterina S Perminova joined the executive team most recently as the President And Chief Compliance Officer.
The principal office where Stock Markets Institute performs its advisory services is located at Udaltsova St. 52, Moscow, 119607 The mailing address of the firm is 4281 Express Lane Ste L4538, Sarasota, FL 34249. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +7 903 275 4217. The normal business hours are 7:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at beneficious.com.