M. D. FALK & COMPANY, INC.

M. D. FALK & COMPANY, INC. is an SEC-registered investment adviser (CRD 318489). Regulatory assets under management: $4.5M.

Registration

• CRD: 318489
• Type: Registered investment adviser
• Phone: 516-902-7191
• Latest filing: 2026-03-19
• Regulatory AUM: $4.5M
• Discretionary AUM: $4.5M
• Clients: 1
• Accounts: 9

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 318489 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search