$80.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
5 Employees
637 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI
- Clients
- Retail
- Platforms
- Zenith fusion
- Established Date
- 06-01-2017
- Office Locations
- 1
Office Locations
1650 Sycamore Ave. Suite 23 Bohemia NY
About Federal Prep
Federal Prep is a retail-focused advisory firm offering financial planning with insurance and retirement planning, plus estate and wealth preservation guidance. The website emphasizes education and research content alongside market performance data. Investment implementation centers on public funds, with limited ETF use. Custody relationships include major platforms such as Schwab and Fidelity.
Team overview
60 AVG AGE
$26.7M AVG AUM / ADVISOR
$125.8K AVG AUM / CLIENT
7.2 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Unison timber Ridge
Custodian
Crest element Ember matrix
Investment Themes
Insight Vertex Peak Wave harbor
Investment Vehicles
Prime
Services
Signal momentum North Legacy Delta Glacier matrix Legacy Radial signal
Technology
Oak catalyst
Owner & Executives
MICHAEL ANDREW KERPER
Chairman, Chief Compliance Officer, Chief Executive Officer
- CRD
- #1731292
- Ownership
- 75% or more
(293) 970-1583
alpha.value@capitalcapital.com
in linkedin.com/in/fusion-pioneer
A
Andrew Leonard Kerper
Chief Compliance Officer
- CRD
- #7676046
- Ownership
- Less than 5%
(690) 322-6544
foundation.unison@frontiercapital.com
in linkedin.com/in/zenith-radial
Showing 2 of 2 owners & executives
Unlock allContacts
J
JOSEPH CHIOSSONE
--
- CRD
- #6231976
(847) 713-8520
legacy.vector@signalcapital.com
in linkedin.com/in/ridge-unison
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $80,113,636 | $125,767 |
| Total | $80,113,636 | $125,767 |
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Separately Managed Accounts
Total SMA Asset: $80,113,636
Public Funds:
76.2% Equity - Exchange:
23.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,982,846,133 | 76.2% |
| Equity - Exchange | $619,314,146 | 23.8% |
| Total | $2,602,160,279 | 100.0% |