Accrued Equities Inc

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Assets, Funds, Holdings

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Accrued Equities Inc
CRD #13452
SEC #801-15504
CIK #
AUM 271.8 M (2026-03-10)
Employees 4 (75% Investors, 100% Brokers)
Phone631-423-7373
Address150 Broadhollow Rd,
Melville, NY 11747
Source [IAPD]
Total AUM ($M)
50040030020010001999200820172027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 271.8
(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 0.0
(n) Other 0 0.0
Total 1 271.8
By Discretionary
Discretionary 1 271.8
Non-Discretionary 0 0.0
Total 1 271.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 271.8
Total 1 271.8
Firm Profile (Form ADV)
Discretionary AUM$0.2B
Clients1
ServesInstitutional
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