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Arista Advisory Group LLC
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CRD # | 285722 |
SEC # | 801-108720 |
CIK # | |
AUM | $174.6 MM (2024-08-13) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 518-464-0319 |
Address | 255 Washington Avenue Albany, NY 12205 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 195 | 36.4 |
(b) Individuals (high net worth individuals) | 41 | 95.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 12 | 42.8 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 2 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 575 | 174.6 |
By Discretionary | ||
Discretionary | 559 | 168.2 |
Non-Discretionary | 16 | 6.5 |
Total | 575 | 174.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.1 | |
United States Persons | 174.5 | |
Total | 575 | 174.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
FDI Wealth Management LLC
✚
|
FL | 0.2 |
Family Fiduciary Services Inc
✚
|
MA | 0.2 |
Entrewealth LLC
✚
|
TX | 0.2 |
PKS Investment Advisors LLC
✚
|
MD | 0.2 |
Glenorchy Capital Limited
✚
|
0.2 | |
Redwood Financial Planning LLC
✚
|
NJ | 0.2 |
Southport Station Financial Management LLC
✚
|
CT | 0.2 |
Evergreen Wealth Management LLC
✚
|
MI | 0.2 |
Williams Financial LLC
✚
|
VT | 0.2 |
Radix Financial LLC
✚
|
0.2 |