Arista Advisory Group LLC

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Assets, Funds, Holdings

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Arista Advisory Group LLC
CRD #285722
SEC #801-108720
CIK #
AUM $174.6 MM (2024-08-13)
Employees 3 (100% Investors, 0% Brokers)
Phone518-464-0319
Address255 Washington Avenue
Albany, NY 12205
Source [IAPD] [Website]
Total AUM ($MM)
2502001501005002009201420192025
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
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