|
⚲
|
| Arista Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 285722 |
| SEC # | 801-108720 |
| CIK # | |
| AUM | $143.7 M (2026-05-19) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 518-464-0319 |
| Address | 255 Washington Avenue Albany, NY 12205 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 41.8 |
| (b) Individuals (high net worth individuals) | 29 | 61.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 40.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 500 | 143.7 |
| By Discretionary | ||
| Discretionary | 486 | 136.7 |
| Non-Discretionary | 14 | 6.9 |
| Total | 500 | 143.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 143.4 | |
| Total | 500 | 143.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
PMG Family Office LLC
✚
|
TX | 0.1 |
|
Haven Capital Group Inc
✚
|
CA | 0.1 |
|
Kestrel Wealth Management LLC
✚
|
IN | 0.1 |
|
Villanova Investment Management Company LLC
✚
|
PA | 0.1 |
|
BGV Financial Advisors USA LLC
✚
|
FL | 0.1 |
|
Davidov Financial Coaching LLC
✚
|
NY | 0.1 |
|
Procore Advisors LLC
✚
|
CA | 0.1 |
|
Old Bridge Wealth Inc
✚
|
NY | 0.1 |
|
Star Capital Inc
✚
|
MN | 0.1 |
|
Mayfield Advisors Inc
✚
|
CA | 0.1 |