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Landy Investment Management LLC

Landy Investment Management LLC. CRD 139271

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CRD: 139271

Landy Investment Management LLC

Cranbury, NJ
8627559976
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Tiaa · Vanguard
Clients
Retail
Platforms
--
Established Date
02-08-2006
Office Locations
1

Office Locations

230 Market Street Newark NJ

About Landy Investment Management LLC

Landy Investment Management LLC is a Cranbury-based RIA. The firm has been operating for 20 years. Managing $4.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.

Team overview

-- AVG AGE
$4.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
20.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Timber

Investment Vehicles

Ember

Owner & Executives

ARNOLD LOUIS LANDY

ARNOLD LOUIS LANDY

President

CRD
#5087642
Ownership
75% or more
(460) 729-6237
peak.wave@primecapital.com
in linkedin.com/in/beacon-element

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $4,021,646 --
Non-Discretionary $0 --
Total $4,021,646 --

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Separately Managed Accounts

Total SMA Asset: $4,021,646

$4.0M Total SMA
Cash:
16.9%
Public Funds:
28.5%
Equity - OTC:
54.6%
Asset class Assets Assets %
Cash $1,396,750,728 16.9%
Public Funds $2,355,467,205 28.5%
Equity - OTC $4,512,579,277 54.6%
Total $8,264,797,210 100.0%

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