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Home > Retirement Planners > new york > pound ridge > 1230 ADVISORS, LLC
1230 ADVISORS, LLC
25 Autumn Ridge Road
Pound Ridge, New York 10576
Tel: (917) 692-1095
About 1230 ADVISORS, LLC
1230 ADVISORS, LLC, formally registered with the SEC as 1230 ADVISORS, LLC. The firm was established in 04/12/2021. They have over 1 offices throughout the country.
1230 ADVISORS, LLC is a Pound Ridge, New York based Financial Planning firm with nearly $103,300,000 assets under management, offering retirement planning & investment advisory services to 94 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312504 |
| SEC# | 801-120771 |
| Assets Managed by Firm | $103,300,000 |
| No. of Clients | 94 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 94 | $103,300,000 |
| Individuals (other than high net worth individuals) | 13 | $5,000,000 |
| High net worth individuals | 25 | $98,000,000 |
| Corporations or other businesses | Fewer than 5 clients | $300,000 |
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