255 Washington Avenue
Extension Suite 204
Albany, New York 12205
Tel: 518-464-0319
ARISTA ADVISORY GROUP, LLC, formally registered with the SEC as ARISTA ADVISORY GROUP, LLC. The firm was established in 11/30/2016. They have over 2 offices throughout the country.
ARISTA ADVISORY GROUP, LLC is a Albany, New York based Financial Planning firm with nearly $174,618,947 assets under management, offering retirement planning & investment advisory services to 575 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 285722 |
SEC# | 801-108720 |
Assets Managed by Firm | $174,618,947 |
No. of Clients | 575 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 575 | $174,618,947 |
Individuals (other than high net worth individuals) | 195 | $36,402,985 |
High net worth individuals | 41 | $95,268,319 |
Charitable organizations | 12 | $42,830,106 |
Corporations or other businesses | 2 | $117,537 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,549,092,782,514 | 92898 | 3167 | |
$1,661,286,615,154 | 189311 | 1305 | |
$1,402,425,838,334 | 2405783 | 29300 | |
$1,288,497,806,439 | 2184 | 6407 | |
$1,271,593,679,276 | 2911578 | 34934 |
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