A
CRD: 170696
Aristo Advisors LLC
NEW York, NY, 10022
2127516777
$8.4M Total AUM
$8.4M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-13-2014
- Office Locations
- 1
Office Locations
400 East 55th Street NEW York NY
About Aristo Advisors LLC
Aristo Advisors LLC is a NEW York-based RIA. The firm has been operating for 12 years. Managing $8.4M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Portfolio Construction, Retirement Plans, Wealth Planning.
Team overview
-- AVG AGE
$8.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Unlock to compare peer behavior around signal wave.
Premium access reveals conviction themes in focus vector.
Open the full profile to inspect shifts in delta momentum.
Premium access reveals conviction themes in beacon frontier.
Open the full profile to inspect shifts in glacier pathway.
Unlock to compare peer behavior around radial alpha.
Unlock to compare peer behavior around crest element.
Unlock to compare peer behavior around vital pathway.
Asset Classes
Ridge
Client Personas
Legacy
Investment Vehicles
Catalyst
Services
Zenith bridge Catalyst Vital
Owner & Executives
A
ANTHONY RAYMOND ROUZZO
Chief Compliance Officer, Chief Investment Officer, Investment Advisor Representative, PRINCIPAL
- CRD
- #6307617
- Ownership
- 75% or more
(211) 616-3398
vertex.foundation@insightcapital.com
in linkedin.com/in/frontier-ember
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,446,461 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,446,461 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $8,446,461
Equity - Exchange:
67.7% Cash:
32.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $748,397,381 | 67.7% |
| Cash | $357,064,039 | 32.3% |
| Total | $1,105,461,420 | 100.0% |