CANTOR FITZGERALD WEALTH PARTNERS, LLC
CRD #167479 SEC #801-77987 NEW YORK, NY (212) 829-4952
SEC Registered
Total AUM
$426.4M
Discretionary
$422.7M
Employees
16
Clients
11
Accounts
980
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2017 | $426.4M | $422.7M | $3.7M | 16 | 500 |
| Jun 2017 | $426.4M | $422.7M | $3.7M | 16 | 500 |
| Jun 2017 | $426.4M | $422.7M | $3.7M | 16 | 500 |
| Mar 2017 | $426.4M | $422.7M | $3.7M | 16 | 500 |
| Jul 2016 | $401.3M | $398M | $3.3M | 27 | 600 |
| Mar 2016 | $401.3M | $398M | $3.3M | 27 | 600 |
| Nov 2015 | $678.3M | $678.3M | $0 | 36 | 600 |
| May 2015 | $698.5M | $698.5M | $0 | 42 | 600 |
| Mar 2015 | $698.5M | $698.5M | $0 | 42 | 600 |
| Feb 2015 | $647.6M | $647.6M | $0 | 39 | 200 |
| Nov 2014 | $647.6M | $647.6M | $0 | 33 | 200 |
| Mar 2014 | $346.5M | $346.5M | $0 | 25 | 199 |
DateJul 2017
Total AUM$426.4M
Discretionary$422.7M
Non-Disc.$3.7M
Employees16
Clients500
DateJun 2017
Total AUM$426.4M
Discretionary$422.7M
Non-Disc.$3.7M
Employees16
Clients500
DateJun 2017
Total AUM$426.4M
Discretionary$422.7M
Non-Disc.$3.7M
Employees16
Clients500
DateMar 2017
Total AUM$426.4M
Discretionary$422.7M
Non-Disc.$3.7M
Employees16
Clients500
DateJul 2016
Total AUM$401.3M
Discretionary$398M
Non-Disc.$3.3M
Employees27
Clients600
DateMar 2016
Total AUM$401.3M
Discretionary$398M
Non-Disc.$3.3M
Employees27
Clients600
DateNov 2015
Total AUM$678.3M
Discretionary$678.3M
Non-Disc.$0
Employees36
Clients600
DateMay 2015
Total AUM$698.5M
Discretionary$698.5M
Non-Disc.$0
Employees42
Clients600
DateMar 2015
Total AUM$698.5M
Discretionary$698.5M
Non-Disc.$0
Employees42
Clients600
DateFeb 2015
Total AUM$647.6M
Discretionary$647.6M
Non-Disc.$0
Employees39
Clients200
DateNov 2014
Total AUM$647.6M
Discretionary$647.6M
Non-Disc.$0
Employees33
Clients200
DateMar 2014
Total AUM$346.5M
Discretionary$346.5M
Non-Disc.$0
Employees25
Clients199