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| Happy Holidays!! thanks for using AUM13F!! |
| 1230 Advisors LLC
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| CRD # | 312504 |
| SEC # | 801-120771 |
| CIK # | |
| AUM | $103.3 M (2025-05-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 917-692-1095 |
| Address | 25 Autumn Ridge Road Pound Ridge, NY 10576 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 5.0 |
| (b) Individuals (high net worth individuals) | 25 | 98.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 94 | 103.3 |
| By Discretionary | ||
| Discretionary | 44 | 70.3 |
| Non-Discretionary | 50 | 33.0 |
| Total | 94 | 103.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.3 | |
| Total | 94 | 103.3 |
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|---|---|---|
|
Greystone Financial & Estate Services Inc
✚
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WA | 0.1 |
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Petrie Capital Management LLC
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WA | 0.1 |
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|
International Management Advisors Ltd
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0.1 | |
|
Abacus Capital Advisors LLC
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FL | 0.1 |
|
Blue Curve Advisory LLC
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MD | 0.1 |
|
Yunistone Investment Group LLC
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IL | 0.1 |
|
Compass Investment Advisers LLC
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|
OR | 0.1 |
|
Inversiones SURA Corp
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FL | 0.1 |
|
KUTZ and Company Inc
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|
NY | 0.1 |