Clarfeld Financial Advisors, LLC
Q4 2018 13F Detailed Holdings
Location
Tarrytown, NY
Holdings as of
12/31/2018
Value ($000)
$120,453
Num holdings
589
Date filed
2/15/2019
Form type
13F-HR
Prev filing
Next filing
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
Compare Q4 2018 to
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type
Discretion
Other Manager
Sole
Shared
None
Other Managers
Num
Name
File Number
1
Aperio
2
Advisor Partners
3
JPM Value Advantage