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| Keyboard |
| Siebert Advisornxt LLC
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|
|---|---|
| CRD # | 288572 |
| SEC # | 801-110718 |
| CIK # | |
| AUM | 391.5 M (2026-03-25) |
| Employees | 43 (74% Investors, 100% Brokers) |
| Phone | 800-872-0444 |
| Address | 300 Vesey Street, 5th Floor New York, NY 10282 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 880 | 208.7 |
| (b) Individuals (high net worth individuals) | 93 | 182.8 |
| (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 | 973 | 391.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 973 | 391.5 |
| Total | 973 | 391.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 390.1 | |
| Total | 973 | 391.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bentley Financial Group Inc
✚
|
IL | 392.8 M |
|
Miura Investment Advisors Inc
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|
FL | 391.8 M |
|
SGL Investment Advisors Inc
✚
|
MT | 391.6 M |
|
Platt Wealth Management LLC
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|
CA | 390.6 M |
|
Intrepid Financial Planning Group LLC
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|
IN | 390.4 M |
|
Ascend Interplay LLC
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|
NY | 390.2 M |
|
Prudent Man Investment Management Inc
✚
|
CO | 390.2 M |
|
Davis Investment Partners LLC
✚
|
NC | 390.0 M |
|
JJP Capital Management Inc
✚
|
MO | 389.9 M |
|
in on Capital Advisors LLC
✚
|
FL | 389.4 M |