$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
2 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-16-2024
- Office Locations
- 1
Office Locations
-- East Williston NY
About Armadale Asset Management LLC
Armadale Asset Management LLC is a founder-led RIA/asset manager serving retail and institutional clients. The firm builds discretionary, ETF-centric portfolios and provides portfolio construction and risk-management support, with experience spanning public equity and alternative investments. Based in Mineola, NY, it reports Interactive Brokers as a primary custodian.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$624.4K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SEAN MURRAY MCDONALD
Director, Manager
- CRD
- #5691956
- 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 | $1,248,828 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,248,828 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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