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Sontag Advisory

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sontag advisory is a wealth manager, investment adviser, consultant and fiduciary. we are based in new york city and serve clients in more than thirty states and multiple countries. we have been devoted to our mission of helping clients define and achieve their financial goals since 1995. follow our updates on this page, our blog at http://www.sontagadvisory.com/news-insights/sontag-advisory-blog/, and on twitter @sontagadvisory.

Headquarters:
295 Madison Avenue, New York, New York, United States, 10017
Industry:
Financial Services
Founded:
1995
Employees:
12
Annual Revenue:
-
Type: Private
Ticker: -
United States 9Norway 1Netherlands 1Brazil 1
Estate PlanningPortfolio ManagementInvestmentsComprehensive Financial PlanningAsset ManagementWealth PlanningInvestment ManagementAsset AllocationTax PlanningRetirement Planning
SIC Code: 6211Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Security Brokers, Dealers, and FlotationIndustry Sector: Security Brokers, Dealers, and Flotation Companies
NAICS Code: 523110Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Securities and Commodity Contracts Intermediation and BrokerageNAICS Industry: Investment Banking and Securities DealingNational Industry: Investment Banking and Securities Dealing
NAICS Code: 523930Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Investment AdviceNational Industry: Investment Advice

Frequently asked questions about Sontag Advisory

Let us help answer the most common questions you might have.

Where is Sontag Advisory located?

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Sontag Advisory's headquarters is located at 295 Madison Avenue, New York, New York, United States, 10017

What is Sontag Advisory's official website?

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Sontag Advisory's official website is sontagadvisory.com

What is Sontag Advisory's SIC code?

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SIC Code: 6211Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Security Brokers, Dealers, and FlotationIndustry Sector: Security Brokers, Dealers, and Flotation Companies

What is Sontag Advisory's NAICS code?

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NAICS Code: 523110Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Securities and Commodity Contracts Intermediation and BrokerageNAICS Industry: Investment Banking and Securities DealingNational Industry: Investment Banking and Securities Dealing
NAICS Code: 523930Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Investment AdviceNational Industry: Investment Advice

How many employees does Sontag Advisory have?

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Sontag Advisory has 12 employees

What industry does Sontag Advisory belong to?

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Sontag Advisory is in the industry of: Financial Services

What are Sontag Advisory's social media links?

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Sontag Advisory Linkedin page

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Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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CEO of Fibernetics

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Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distro — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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