J
$204.3M Total AUM
$204.3M Disc. AUM
-- 3Y CAGR
1 Employees
124 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-1995
- Office Locations
- 1
Office Locations
100 Halls Road OLD Lyme CT
About John A. Bysko Associates
John A. Bysko Associates is a OLD Lyme-based RIA. The firm has been operating for 31 years. Managing $204.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$204.3M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
31.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN ALLAN BYSKO
Chief Compliance Officer, Owner
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,313,517 | $1,647,690 |
| Non-Discretionary | $0 | -- |
| Total | $204,313,517 | $1,647,690 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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