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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Leslie Marie Giordano
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|---|---|
| CRD # | 126274 |
| SEC # | 801-118442 |
| CIK # | |
| AUM | $60.1 M (2025-03-18) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 516-747-5210 |
| Address | 1325 Franklin Ave Garden City, NY 11530 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 20.0 |
| (b) Individuals (high net worth individuals) | 16 | 22.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 17.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 163 | 60.1 |
| By Discretionary | ||
| Discretionary | 163 | 60.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 163 | 60.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 60.1 | |
| Total | 163 | 60.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BPBI LLC
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|
NY | 0.1 |
|
Hayden Capital LLC
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|
CA | 0.1 |
|
Smart Steps Wealth Management LLC
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|
MO | 0.1 |
|
Messina Wealth Management LLC
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|
TX | 0.1 |
|
Target Rock Wealth Management LLC
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|
NY | 0.1 |
|
Stylus Capital LLC
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|
0.1 | |
|
Newsholme Financial Group Inc
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|
NY | 0.1 |
|
Phillips Ray Capital Management Inc
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|
TX | 0.1 |
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Alphaq Advisors LLC
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|
FL | 0.1 |
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New Potomac Partners LLC
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|
MD | 0.1 |