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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| First American Asset Advisory LLC
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|---|---|
| CRD # | 282254 |
| SEC # | 801-126067 |
| CIK # | |
| AUM | $140.2 M (2025-06-02) |
| Employees | 5 (100% Investors, 80% Brokers) |
| Phone | 516-622-3100 |
| Address | 59 Hilton Avenue, Suite 101 Garden City, NY 11530 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 198 | 140.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 198 | 140.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 198 | 140.2 |
| Total | 198 | 140.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.2 | |
| Total | 198 | 140.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Good Steward Wealth Advisers LLC
✚
|
TN | 0.1 |
|
Integrated Wealth Strategies LLC
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TX | 0.1 |
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Pruneyard Financial Group Inc
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CA | 0.1 |
|
Dynamic Wealth Advisors
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AZ | 0.1 |
|
Summa Global Advisors LLC
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OR | 0.1 |
|
Bartley Financial Advisors LLC
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|
NH | 0.1 |
|
CFC Planning Company LLC
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|
IN | 0.1 |
|
Sieben Wealth Planning LLC
✚
|
0.1 | |
|
Kensington Financial Advisors LLC
✚
|
NJ | 0.1 |
|
Greenway Wealth Advisors LLC
✚
|
NC | 0.1 |