B
$214.9M Total AUM
$203.7M Disc. AUM
-- 3Y CAGR
4 Employees
321 ADV. Clients
3 yrs Firm Age
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- Custodian
- Betterment · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-21-2022
- Office Locations
- 1
Office Locations
368 Broadway First Floor Albany NY
About Broadway Advisor Group
Broadway Advisor Group (sgroiwealth.com) provides retirement planning, investment management, tax-aware investing, and family estate/legacy organization for clients at all stages of their wealth journey. Portfolios are built around client goals and adapted to changing markets, informed by research and ongoing communication. Uses custodians including Fidelity/NFS and Interactive Brokers.
Team overview
48 AVG AGE
$71.6M AVG AUM / ADVISOR
$669.5K AVG AUM / CLIENT
2.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
JASON MICHAEL SGROI
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4613747
- Ownership
- 75% or more
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Available
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J
JOHN FRANCIS MENDRYSA
--
- CRD
- #2492930
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $203,734,132 | $644,728 |
| Non-Discretionary | $11,188,900 | $2,237,780 |
| Total | $214,923,032 | $669,542 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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