Christopher Street Financial

EST. AUM
$500,000,000

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Firm Details

Metro area New York City
CRD Number
Website christopherstreet.com
Client types

Overview

Christopher Street Financial is a New York-based financial-planning and wealth-management practice serving clients throughout the United States. The firm focuses particularly on members of the LGBTQ+ community and allies, while also advising families, women, single parents, socially responsible investors and charitable organisations. Its services include comprehensive financial planning, retirement planning, investment advice, portfolio implementation and coordination with tax, legal and trust professionals. The firm uses a relationship-based planning model designed around each client’s financial objectives, circumstances and values. Client assets may be custodied through institutions including SEI Private Trust Company and Fidelity’s institutional brokerage platforms. Christopher Street Financial was established more than 40 years ago and reported approximately US$700 million in client assets and 15 staff members when Bluespring acquired it in September 2023. Advisory and securities services are delivered through affiliated Kestra entities.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Christopher Street Financial

Platform Details

Investment Preferences

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