Spirit Of America Management Corp
Spirit Of America Management Corp is an SEC-registered ria in Syosset, NY with $540.0M assets under management (AUM, regulatory AUM), -8% over one year. See who owns Spirit Of America Management Corp: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110023, SEC 801-54782, data through 2026-01-23.
- AUM (assets under management / regulatory AUM)
- $540.0M (2026-01-23)
- Firm type
- Ria
- Location
- Syosset, NY
- Employees
- 35
- Clients
- 20
- CRD
- 110023
- Ownership
- LERNER, DAVID; CHAFETZ, DANIEL, ELLIS; PICKARD, JOSEPH, CHALMERS; CHODOSH, ALAN, P; FERREIRA, CONSTANCE
How much AUM does Spirit Of America Management Corp have?
Spirit Of America Management Corp reported $540.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-23).
Who owns Spirit Of America Management Corp?
Disclosed owners and executives of Spirit Of America Management Corp include LERNER, DAVID, CHAFETZ, DANIEL, ELLIS, PICKARD, JOSEPH, CHALMERS, CHODOSH, ALAN, P, FERREIRA, CONSTANCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.