Axe Houghton Associates Inc is a large advisory firm based in Fort Lee. It manages $187 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, New Jersey, New York, Ohio, and Pennsylvania.
Axe Houghton Associates provides portfolio management for pooled investment vehicles. 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 Axe Houghton Associates Inc is $187 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Axe Houghton Associates Inc for their services and products based on a percentage of assets under management. 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.
Fredric Paul Sapirstein has been acting as President since 1 Oct 1996. Steven Edward Berman joined the executive team most recently as the President.
The principal office where Axe Houghton Associates Inc performs its advisory services is located at One Bridge Plaza, Fort Lee, NJ 07024, 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 201-242-7470 or by fax 201-585-7552. The normal business hours are 9:00am to 5:00pm on Monday - Friday.