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| Relyea Zuckerberg Hanson LLC
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|---|---|
| CRD # | 125696 |
| SEC # | 801-71454 |
| CIK # | 0001793691 |
| AUM | 2,448.6 M (2026-02-01) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 203-355-0880 |
| Address | One Landmark Square Stamford, CT 06901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 35.8 | ||
| Nvidia Corp | 22.8 | ||
| Microsoft Corp | 19.3 | ||
| Lightpath Technologies Inc | 12.5 | ||
| Alphabet Inc | 11.9 | ||
| Alphabet Inc | 11.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 0.1 |
| (b) Individuals (high net worth individuals) | 306 | 2.3 |
| (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 | 1,698 | 2.4 |
| By Discretionary | ||
| Discretionary | 1,698 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,698 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 1,698 | 2.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001793691] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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NY | 2,471.9 M |
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Urban Investment Advisors Inc
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CA | 2,451.7 M |
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Silver Oak Securities Incorporated
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|
Retirement Resources Investment Corporation
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|
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|
Guyasuta Investment Advisors Incorporated
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|
Manitou Investment Management Ltd
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|
2,422.3 M |