Gregory Manto
Iron Birch Advisors

Tel: (212) 759-2022
767 Third Avenue, 38th Floor
New York, NY 10017
Iron Birch Advisors | Financial Advisor in New York ,NY

About Iron Birch Advisors

Iron Birch Advisors is a subsidiary of Ameriprise. We run this organization as a boutique practice with personalized care and attention. We attempt to meet with every client at least quarterly and a much larger in depth meeting, annually. Prior to becoming a client, several meetings are generally necessary to asses ones needs, appetite for risk and the goals of the individual and/or family.

General Information

Firm Start Year:   1898
No.of Employees:   20-49
Insurance License#:   LA-956417
Name of Broker/Dealer:   Ameriprise
States Licensed in:   CA, NY, NJ, CT, TX, MA, OR, CO, AK, PA, MO, MI
Number of Years with Current Firm:   2

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, HMO, Life, Variable Annuity, Disability, Variable Life, Long Term Care, Accident
Financial Organization Memberships:   Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA), National Association of Estate Planners & Councils (NAEPC), Million Dollar Roundtable

Firm Information

Assets Managed by Firm:   $200,000,000


Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets

Board Positions

Organization:  Westchester C.O.P. Fund
Position :  Presient
Organization:  Bottom Line  New York City
Position :  New York Regional Board Member
Duration :  01/01/2019-Currently holding


Certificate in Retirement Planning  Wharton

Bachelor of Business Administration - Finance  Baruch College - NYC
- 1995

Gregory Manto

Gregory Manto

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My Services

Financial Advice & Consulting

The financial advice offered is on an unbiased basis toward any particular company or investment platform. Iron Birch Advisors is a subsidiary of Ameriprise.

Financial Planning for Individuals

Most investments with respect to funds or stocks can be had by any advisor. The real key is trying to figure out how to net more profits by reducing taxable implications and maintain your returns while reducing risk.

Financial Planning for Businesses

For the business owner, there is a wide array of opportunities to invest in and exercise ones rights in taking advantage of various tax codes. In addition, employee benefits which often can be had without a fee to the owner, can increase employee retention and morale.

Compensation Arrangements

Check Bank Transfer
Visa MasterCard
American Express

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