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FIRST AMERICAN ASSET ADVISORY, LLC

59 Hilton Avenue, Suite 101
Garden City, New York 11530
Tel: (516) 622-3100

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About FIRST AMERICAN ASSET ADVISORY, LLC

FIRST AMERICAN ASSET ADVISORY, LLC, formally registered with the SEC as FIRST AMERICAN ASSET ADVISORY, LLC. The firm was established in 07/21/2022. They have over 1 offices throughout the country.

FIRST AMERICAN ASSET ADVISORY, LLC is a Garden City, New York based Financial Planning firm with nearly $99,732,399 assets under management, offering retirement planning & investment advisory services to 172 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#282254
SEC#801-126067
Assets Managed by Firm$99,732,399
No. of Clients172
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total172$99,732,399
High net worth individuals172$99,732,399

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