|
⚲
|
| 1230 Advisors LLC
✚
| |
|---|---|
| CRD # | 312504 |
| SEC # | 801-120771 |
| CIK # | |
| AUM | $88.0 MM (2024-01-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 917-692-1095 |
| Address | 25 Autumn Ridge Road Pound Ridge, NY 10576 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 4.0 |
| (b) Individuals (high net worth individuals) | 18 | 83.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 99 | 88.0 |
| By Discretionary | ||
| Discretionary | 49 | 62.0 |
| Non-Discretionary | 50 | 26.0 |
| Total | 99 | 88.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 88.0 | |
| Total | 99 | 88.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Gallatin & Company LLC
✚
|
FL | 0.1 |
|
Maimon Wealth Management Ltd
✚
|
0.1 | |
|
Elite Life Management LLC
✚
|
PA | 0.1 |
|
Garrett Nagle & Co Inc
✚
|
MA | 0.1 |
|
Chacon Diaz & Di Virgilio Wealth Management LLC
✚
|
FL | 0.1 |
|
Timothy J Ellis Inc
✚
|
NY | 0.1 |
|
Scott Conyers Capital Management Inc
✚
|
OR | 0.1 |
|
Lyon Capital Management LLC
✚
|
NY | 0.1 |
|
RPM Capital Management LLC
✚
|
NY | 0.1 |
|
Newman Ladd Capital Advisors LLC
✚
|
NY | 0.1 |