Fogel Neale Partners, LLC was founded in the middle of 2009 in the wake of the global credit crisis that saw the average high net worth investor's assets plummet. The loss of wealth during this volatile period was in part due to the conflict of interest and incongruence of incentives inherent in the typical financial advisor-client relationship. Out of this crisis, the founders of Fogel Neale established a new type of wealth management firm as a dynamic innovator in the industry by focusing on education, total returns, institutional quality investment management and unparalleled client service. Fogel Neale is a private wealth management services company for select individuals, families and institutions, located in the heart of New York City's Financial District.
View Top Employees from Fogel Neale Partners LLC| Website | http://www.fogelneale.com |
| Revenue | $5.8 million |
| Employees | 8 (5 on RocketReach) |
| Address | 90 Broad Street Suite 2202, New York, New York 10004, US |
| Phone | (212) 949-0922 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Competitors | Black River Management Ltd., Cabot Wealth Management, Connolly Financial Advisors Inc., Monocot Wealth Management LLC, Pillar Wealth Management |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
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Fogel Neale Partners LLC Questions
The Fogel Neale Partners LLC annual revenue was $5.8 million in 2024.
Ralph Fogel is the Partner of Fogel Neale Partners LLC.
5 people are employed at Fogel Neale Partners LLC.
Fogel Neale Partners LLC is based in New York, New York.
The NAICS codes for Fogel Neale Partners LLC are [52, 523, 52393, 5239].
The SIC codes for Fogel Neale Partners LLC are [62, 628].
Top Fogel Neale Partners LLC Employees
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