Federal PREP Advisors Inc

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Assets, Funds, Holdings

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Federal PREP Advisors Inc
CRD #282663
SEC #801-118329
CIK #
AUM $90.9 MM (2024-05-21)
Employees 5 (100% Investors, 0% Brokers)
Phone631-750-6499
Address1650 Sycamore Ave Suite 23
Bohemia, NY 11716
Source [IAPD]
Total AUM ($MM)
1008060402002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 846 90.9
(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 846 90.9
By Discretionary
Discretionary 0 0.0
Non-Discretionary 846 90.9
Total 846 90.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 90.9
Total 846 90.9
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TX 0.1
Irvine Wealth Planning Strategies LLC
NY 0.1
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Capstone Wealth Management Corp
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Seaside Advisory Services Inc
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The Rikoon Group LLC
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Conrad Capital Management Inc
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