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| Keyboard |
| Federal PREP Advisors Inc
✚
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|
|---|---|
| CRD # | 282663 |
| SEC # | 801-118329 |
| CIK # | |
| AUM | 80.1 M (2026-03-12) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 631-750-6499 |
| Address | 1650 Sycamore Ave Bohemia, NY 11716 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 637 | 80.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 637 | 80.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 637 | 80.1 |
| Total | 637 | 80.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 80.1 | |
| Total | 637 | 80.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Heritage Grove Wealth Management LLC
✚
|
88.8 M | |
|
Guidance Point Retirement Services LLC
✚
|
ME | 88.2 M |
|
Betteredge Capital LLC
✚
|
NY | 81.4 M |
|
Collega Capital Management SRL
✚
|
81.4 M | |
|
Seaside Advisory Services Inc
✚
|
CA | 81.2 M |
|
CLPF LLC
✚
|
81.0 M | |
|
Comprehensive Capital Management Inc
✚
|
NJ | 77.5 M |
|
Forever Financial Advisors LLC
✚
|
72.2 M | |
|
HV Capital Management LLC
✚
|
NY | 71.5 M |
|
Canterbury Investment Management LLC
✚
|
IN | 69.8 M |