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5th Street Advisors

Company Name

5th Street Advisors

Main Industry

Finance

Website

www.5thstreetadvisors.com

Contact Information

Stamford, Connecticut Office

34 5th St, Stamford, Connecticut, 06905, United States

(203) 327-1212

5th Street Advisors Profile and History

5th Street uses Morningstar OfficeSM to provide our portfolio management system. This single, all-inclusive platform is designed to support all the aspects of our practice. Morningstar OfficeSM features robust portfolio management and performance reporting, advanced research capabilities, sophisticated investment planning, and intuitive customer relationship management tools for batch reporting an d secure communications using the Client Web Portal and document vault. Through Morningstar OfficeSM and other providers, 5th Street manages and provides transaction level accounting, asset allocation and portfolio and performance reporting for all the investment assets it manages. Through sophisticated aggregation technology 5th Street is able to efficiently and seamlessly manage an entire family's investment assets whether they are held at our preferred custodians such as Fidelity Investments and Charles Schwab & Co., or at held away accounts with annuities, college 529, 401(k), and 403(b) plans. 5th Street clients with assets managed by other investment advisors can avail themselves of this technology. This allows the client to be able to see the total aggregate view of all his or her investment assets no matter who manages them or where they are held. On an annual basis 5th Street conducts a thorough, in person, portfolio review. On a quarterly basis we deliver electronically a detailed quarterly portfolio report, and all of our clients have 24/7 access to aggregate portfolio and account level data information through their custodian and the client's secure Morningstar Web Portal.

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5th Street Advisors

5th Street Advisors LLC

New American Mortgage LLC

Fifth Street Investments LLC

5th Street Investments LLC

Revenue

$1.5 M

Employees

6

Founded

2006

Primary Industries

5th Street Advisors Executive Team & Key Decision Makers

Name & TitleContact Info
Shane Pendley

❅❅❅❅@5thstreetadvisors.com

(504) ❅❅❅-❅❅❅❅

Visit Profile

Recently Updated Team Members

Name & TitleContact Info
Shane Pendley

❅❅❅❅@5thstreetadvisors.com

(504) ❅❅❅-❅❅❅❅

Visit Profile

Isabel Rodriguez

❅❅❅❅@5thstreetadvisors.com

(203) ❅❅❅-❅❅❅❅

Visit Profile

Cesar Manent
Cesar Manent

Principal

❅❅❅❅@5thstreetadvisors.com

(914) ❅❅❅-❅❅❅❅

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Frank Tedesco

❅❅❅❅@5thstreetadvisors.com

(203) ❅❅❅-❅❅❅❅

Visit Profile

Top 5th Street Advisors Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by 5th Street Advisors.

Domain Name Services

(1 Technologies)

Content Delivery Networks

(1 Technologies)

Email Delivery

(1 Technologies)

Load Balancers

(1 Technologies)

Web Hosting

(1 Technologies)

5th Street Advisors Email Formats

ParameterSample EmailPercentage

5th Street Advisors Top Competitors

CompanyEmployeesRevenueTop technologies
Diversified Wealth Management Solutions LLC

Diversified Wealth Management Solutions LLC

5$917 K
Estes Wealth Strategies LLC

Estes Wealth Strategies LLC

5$1.1 M
Congress Wealth Management LLC

Congress Wealth Management LLC

13$4.9 M
Campbell Rooks Wealth Management LLC

Campbell Rooks Wealth Management LLC

18$5.1 M
Stockade Wealth Management

Stockade Wealth Management

7$2.3 M

What is 5th Street Advisors revenue?

5th Street Advisors revenue is $1.5 M

How many employees does 5th Street Advisors have?

5th Street Advisors has 6 employees

What are 5th Street Advisors’s primary industries?

5th Street Advisors’s main industries are: Finance, Investment Banking

What are some additional names or alternative spellings that users use while searching for 5th Street Advisors?

5th Street Advisors appears in search results as 5th Street Advisors, 5th Street Advisors LLC, New American Mortgage LLCFifth Street Investments LLC, 5th Street Investments LLC...See More