1
CRD: 312504
1230 Advisors, LLC
Pound Ridge, NY, 10576
9176921095
$106.2M Total AUM
$68.5M Disc. AUM
8.8% 3Y CAGR
1 Employees
30 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-12-2021
- Office Locations
- 1
Office Locations
25 Autumn Ridge Road Pound Ridge NY
About 1230 Advisors, LLC
1230 Advisors, LLC is a Pound Ridge-based RIA. The firm has been operating for 5 years. Managing $106.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan. Services offered include Charitable Giving, Financial Planning, Insurance.
Team overview
-- AVG AGE
$106.2M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Vertex alpha
Client Personas
Zenith
Investment Themes
Wave
Investment Vehicles
Eagle
Services
Momentum quantum Bridge Ridge Focus prime
Owner & Executives
A
Anthony Schiff
Chief Compliance Officer, MANAGING DIRECTOR, Managing Member
- CRD
- #2786664
- Ownership
- 75% or more
(777) 820-8016
peak.peak@capitalcapital.com
in linkedin.com/in/pioneer-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,500,000 | $1,670,732 |
| Non-Discretionary | $37,700,000 | $1,018,919 |
| Total | $106,200,000 | $1,361,538 |
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Separately Managed Accounts
Total SMA Asset: $106,200,000
Equity - Exchange:
24.0% U.S. Government/Agency:
10.4% Municipal Bonds:
21.6% Cash:
30.2% Public Funds:
13.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,061,151,364 | 24.0% |
| U.S. Government/Agency | $459,832,258 | 10.4% |
| Municipal Bonds | $955,036,227 | 21.6% |
| Cash | $1,335,282,133 | 30.2% |
| Public Funds | $610,162,034 | 13.8% |
| Total | $4,421,464,016 | 100.0% |