|
⚲
|
| Keyboard |
| Leslie Marie Giordano
✚
|
|
|---|---|
| CRD # | 126274 |
| SEC # | 801-118442 |
| CIK # | |
| AUM | 62.6 M (2026-06-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 516-747-5210 |
| Address | 1225 Franklin Ave Garden City, NY 11530 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 32.2 |
| (b) Individuals (high net worth individuals) | 6 | 12.1 |
| (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 | 3 | 18.3 |
| (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 | 150 | 62.6 |
| By Discretionary | ||
| Discretionary | 150 | 62.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 150 | 62.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 62.6 | |
| Total | 150 | 62.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Build Asset Management LLC
✚
|
MO | 64.6 M |
|
Goldstandard Wealth Private Limited
✚
|
64.6 M | |
|
MCA Cross Border Capital Inc
✚
|
64.6 M | |
|
Mint Asset Management LLC
✚
|
NY | 64.5 M |
|
Achieve Retirement & Wealth Management LLC
✚
|
CT | 64.4 M |
|
Hudson View Advisors LLC
✚
|
NY | 64.3 M |
|
SLP Wealth LLC
✚
|
NC | 63.7 M |
|
NorthStar Financial Advisors LLC
✚
|
62.4 M | |
|
Truehaven Capital LLC
✚
|
TN | 62.3 M |
|
Philadelphia Partners Capital Management LLC
✚
|
PA | 61.2 M |