C
CRD: 147961
Conservative Equity Investment Advisors
Gloversville, NY
5188536008
$5.6M Total AUM
$5.6M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-11-2009
- Office Locations
- 1
Office Locations
-- Gloversville NY
About Conservative Equity Investment Advisors
Conservative Equity Investment Advisors is a Gloversville-based RIA. The firm has been operating for 16 years. Managing $5.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$5.6M AVG AUM / ADVISOR
$399.3K AVG AUM / CLIENT
16.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Asset Classes
Vector bridge
Investment Themes
Signal vertex
Investment Vehicles
Crest
Services
Crest
Owner & Executives
P
PETER GEORGE PSARAS
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5702971
- Ownership
- 75% or more
(934) 814-1305
summit.peak@radialcapital.com
in linkedin.com/in/unison-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,589,671 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,589,671 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,589,671
Equity - Exchange:
55.7% Cash:
44.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,336,215,209 | 55.7% |
| Cash | $3,448,731,307 | 44.3% |
| Total | $7,784,946,516 | 100.0% |