SOURCE: Sontag Advisory, LLC

FiComm Partners

July 29, 2014 09:00 ET

Sontag Advisory, LLC Surpasses $4 Billion in Assets; Receives Accolades From Top Financial and Industry Press

NEW YORK, NY--(Marketwired - July 29, 2014) -

  • Sontag Advisory tops $4 billion in assets under management.
  • Named to Financial Times' 300 Top Registered Investment Advisers, Forbes' Top 50 Wealth Managers, and Financial Advisor Magazine's Top RIA Ranking.
  • Sontag Advisory credits its success to its 19-year history as an independent, open architecture advisory firm and to its commitment to objective and holistic financial planning. 

A strong legacy of success continues at Sontag Advisory, LLC as the firm today announced it has reached a new milestone: it now invests on behalf of its individual clients in excess of $4 billion. Sontag Advisory, LLC, a New York City based independent registered investment advisory firm, cites two main drivers of this purely organic growth - referrals from valued clients and the growth of client portfolios.

"At Sontag Advisory, we are proud of commitment to providing objective and comprehensive financial advice," said Michael Delgass, a Managing Director at Sontag Advisory. "Our success is tied directly to our clients' successes, and that is the ultimate achievement. Sontag Advisory clients have a need for objective and sophisticated advice from professionals who understand the complexities of their entire financial lives. This recent milestone is a testament to our team's hard work and consistent focus on our clients' individual needs."

From its beginning in 1995, Sontag Advisory has been a truly independent and open architecture registered investment advisory firm. Sontag's history is deeply rooted in the offering of objective financial advice that takes into account an individual's entire financial landscape. This dedication has recently won the firm acknowledgement from top financial and industry press. Sontag Advisory has recently been named to Financial Times' 300 Top Registered Investment Advisers, Forbes' Top 50 Wealth Managers, and Financial Advisor Magazine's Top RIA Ranking.

The firm believes that such recognition underscores the value of Sontag Advisory's approach to financial planning as well as the strength of its team. With diverse backgrounds and advanced degrees, including five JDs, and multiple advisers and associates with outside certifications (CFA or CFP), the firm's intellectual capital delivers sophisticated resources. This depth of knowledge allows Sontag to help their clients navigate through complex financial situations, such as advanced tax and estate planning, and the firm keeps their clients informed with comprehensive and detailed reporting.

Howard Sontag, Founder and CEO of Sontag Advisory, adds, "Sontag was founded to introduce a new client-centric, financial planning model wherein Sontag advisers are empowered to help clients define and achieve their financial goals. After 19 years of working for our clients, it's an honor to be validated by this milestone that is deeply linked to our clients' success."

About Sontag Advisory, LLC

Sontag Advisory, LLC is a New York City based, independent registered investment advisory firm that serves clients in over 30 states and has $4.2B assets under management. Founded in 1995, Sontag Advisory acts as a wealth manager, investment adviser, consultant, and fiduciary. For more information on Sontag Advisory, please visit www.sontagadvisory.com.

Legal Disclosure

The ratings cited above were prepared independently by each publication. The FT300 and Financial Advisor Magazine ratings were based on information requested by those publications but prepared and submitted by the Advisor. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. To view the firm's complete legal disclosure about the ratings cited above, and for more information about Sontag Advisory, please visit www.sontagadvisory.com.

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