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Aries Investment Advisors, LLC

Aries Investment Advisors, LLC. CRD 152137

Aries Investment Advisors, LLC logo

CRD: 152137

Aries Investment Advisors, LLC

$22.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
Available
Established Date
01-04-2010
Office Locations
1

Office Locations

1225 Franklin AVE STE 325 Garden City NY

About Aries Investment Advisors, LLC

Aries Investment Advisors is a Garden City, NY RIA focused on retirement planning, helping individuals model retirement income and expenses to determine a retirement “number,” with portfolio reviews and ongoing asset allocation. Investment mix includes ETFs and fixed income. Retail-focused; custody via Fidelity/NFS.

Team overview

55 AVG AGE
$22.4M AVG AUM / ADVISOR
$344.6K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Accredited Investors

Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

EMMANUEL ANDREAS TSANTES

EMMANUEL ANDREAS TSANTES

Advisor, Chief Compliance Officer, Managing Member

CRD
#2397085
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $22,400,000 --
Total $22,400,000 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Corporate - Investment Grade:
Available
Cash:
Available
U.S. Government/Agency:
Available
Public Funds:
Available
Municipal Bonds:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Corporate - Investment Grade Available Available
Cash Available Available
U.S. Government/Agency Available Available
Public Funds Available Available
Municipal Bonds Available Available
Total Available Available

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