SIEGEL ASSET MANAGEMENT PARTNERS

SIEGEL ASSET MANAGEMENT PARTNERS is an SEC-registered investment adviser (CRD 310741). Regulatory assets under management: $20.4M.

Registration

• CRD: 310741
• Type: Registered investment adviser
• Phone: 516-662-6218
• Latest filing: 2026-03-30
• Regulatory AUM: $20.4M
• Discretionary AUM: $20.4M
• Clients: 2
• Accounts: 1

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310741 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search