A
CRD: 125326
ADV Investment Management
NEW Rochelle, NY
9147386313
$25.0M Total AUM
$18.8M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-27-1997
- Office Locations
- 1
Office Locations
-- NEW Rochelle NY
About ADV Investment Management
ADV Investment Management is a NEW Rochelle-based RIA. The firm has been operating for 28 years. Managing $25.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Tiaa. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$25.0M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
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Asset Classes
Momentum delta Beacon legacy
Investment Themes
Element Focus delta Insight bridge Catalyst eagle Optima insight Catalyst eagle
Investment Vehicles
Capital Oak
Services
Value pioneer Vital Harbor momentum Vector north Focus
Owner & Executives
A
ANTHONY JOSEPH DEVITO
Financial Advisor, First Vice President
- CRD
- #4636629
- Ownership
- 50% but less than 75%
(213) 628-1992
radial.alpha@summitcapital.com
in linkedin.com/in/quantum-glacier
K
KOBIE THAKAR
Co-Owner, President
- CRD
- --
- Ownership
- 50% but less than 75%
(747) 533-5683
prime.glacier@momentumcapital.com
in linkedin.com/in/pioneer-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,780,823 | -- |
| Non-Discretionary | $6,214,223 | -- |
| Total | $24,995,046 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,995,046
Public Funds:
25.7% Equity - Exchange:
15.7% Corporate - Investment Grade:
30.0% Cash:
28.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,399,545,001 | 25.7% |
| Equity - Exchange | $854,974,962 | 15.7% |
| Corporate - Investment Grade | $1,633,710,118 | 30.0% |
| Cash | $1,557,470,311 | 28.6% |
| Total | $5,445,700,392 | 100.0% |