ADC WEALTH MANAGEMENT, LLC

30 D Broadway
Suite 200
Massapequa, New York 11758
Tel: 516-308-7514

About ADC WEALTH MANAGEMENT, LLC

ADC WEALTH MANAGEMENT, LLC, formally registered with the SEC as ADC WEALTH MANAGEMENT, LLC. The firm was established in 04/05/2012. They have over 1 offices throughout the country.

ADC WEALTH MANAGEMENT, LLC is a Massapequa, New York based Financial Planning firm with nearly $208,190,502 assets under management, offering retirement planning & investment advisory services to 228 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159083
SEC#	801-75532
Assets Managed by Firm	$208,190,502
No. of Clients	228
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	228	$208,190,502
Individuals (other than high net worth individuals)	65	$22,342,301
High net worth individuals	37	$167,597,501
Pension and profit sharing plans	2	$18,250,700

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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