| As of Date | 09/02/2026 |
| Registration | SEC, Approved, 12/02/1966 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 2,002,835,379 26% |
| of that, discretionary | 1,961,301,058 26% |
| Number of Employees | 13 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,469,587 27% |
| % High Net Worth | 62.54% 3% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ERNEST D. LOEWENWARTER & CO. LLP | Filing Date08/10/2026 | Form ADV-E View Report |
| Accounting Firm Name ERNEST D. LOEWENWARTER & CO. LLP | Filing Date11/06/2025 | Form ADV-E View Report |
| Accounting Firm Name ERNEST D. LOEWENWARTER & CO. LLP | Filing Date02/05/2025 | Form ADV-E View Report |
| Accounting Firm Name ERNEST D. LOEWENWARTER & CO. LLP | Filing Date11/27/2023 | Form ADV-E View Report |