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Spirit of America Management Corp

● SEC registered since 1997CRD 110023SEC# 801-54782Syosset, NY
Export (members)
Reg. AUM
$584.8M
Employees
36
Accounts
43
Location
Syosset, NY

Spirit of America Management Corp assets under management

Spirit of America Management Corp is a registered investment adviser overseen by the SEC based in Syosset, NY. The firm has been registered since 1997. It reports $584.8 million in regulatory assets under management and employs 36 people.

Spirit of America Management Corp owners & executives

3 reported
NameTitleOwnershipSince
Alan P ChodoshTreasurerUnder 5%2003
David Lerner ControlPresident;directorOver 75%1997
Joseph Chalmers PickardChief Compliance OfficerUnder 5%2007

Frequently asked questions

How much does Spirit of America Management Corp manage?

Spirit of America Management Corp reports $584.8 million in regulatory assets under management on its Form ADV.

How many employees does Spirit of America Management Corp have?

Spirit of America Management Corp reports 36 employees.

Where is Spirit of America Management Corp located?

Spirit of America Management Corp is based in Syosset, NY and has been SEC-registered since 1997.

Does Spirit of America Management Corp disclose fund performance?

Spirit of America Management Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address477 Jericho Turnpike, Syosset, NY 11791-9006
Phone516-921-4200
Fax516-921-1546
Office hours9:00 a.m.-5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$584.8M
Non-discretionary$0
Total (RAUM)$584.8M