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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- 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
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2397085
- Ownership
- 75% or more
Available
Available
Available
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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
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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