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| First American Asset Advisory LLC
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|---|---|
| CRD # | 282254 |
| SEC # | 801-126067 |
| CIK # | |
| AUM | 191.8 M (2026-03-31) |
| Employees | 8 (75% Investors, 75% 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) | 266 | 191.8 |
| (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 | 266 | 191.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 266 | 191.8 |
| Total | 266 | 191.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.8 | |
| Total | 266 | 191.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Southport Station Financial Management LLC
✚
|
CT | 192.1 M |
|
RFP Financial Group LLC
✚
|
GA | 192.0 M |
|
Pettee Investors Inc
✚
|
CT | 191.9 M |
|
K2 Financial Inc
✚
|
CA | 191.6 M |
|
Old Rock Asset Management LLC
✚
|
191.6 M | |
|
Sanctuary Wealth Advisors LLC
✚
|
CO | 191.5 M |
|
The Capital Group Fiduciary Advisors LLC
✚
|
191.5 M | |
|
Strategic Advisory Partners LLC
✚
|
NC | 191.4 M |
|
Spinosa Wealth Management Group LLC
✚
|
LA | 191.4 M |
|
Togwotee CIO LLC
✚
|
191.4 M |