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| Relyea Zuckerberg Hanson LLC
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|
|---|---|
| CRD # | 125696 |
| SEC # | 801-71454 |
| CIK # | 0001793691 |
| AUM | $2.4 B (2026-02-01) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 203-355-0880 |
| Address | One Landmark Square Stamford, CT 06901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001793691 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 35.8 | ||
| Nvidia Corp | 22.8 | ||
| Microsoft Corp | 19.3 | ||
| Lightpath Technologies Inc | 12.5 | ||
| Alphabet Inc | 11.9 | ||
| Alphabet Inc | 11.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LVW Advisors LLC
✚
|
NY | 2.5 |
|
Reinhart Partners LLC
✚
|
WI | 2.5 |
|
Shufro Rose & Co LLC
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|
NY | 2.5 |
|
McInroy & Wood Limited
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|
2.5 | |
|
Urban Investment Advisors Inc
✚
|
CA | 2.5 |
|
Silver Oak Securities Incorporated
✚
|
TN | 2.4 |
|
Retirement Resources Investment Corporation
✚
|
MA | 2.4 |
|
Michaud Capital Management LLC
✚
|
CO | 2.4 |
|
Guyasuta Investment Advisors Incorporated
✚
|
PA | 2.4 |
|
Manitou Investment Management Ltd
✚
|
2.4 |