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CRD: 312712
Lightedway Advisory Services, Inc.
Harrison, NY, 10528
9147474717
$115.0M Total AUM
$115.0M Disc. AUM
-- 3Y CAGR
1 Employees
269 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-26-2021
- Office Locations
- 1
Office Locations
83 Calvert ST Harrison NY
About Lightedway Advisory Services, Inc.
Lightedway Advisory Services, Inc. is a Harrison-based RIA. The firm has been operating for 5 years. Managing $115.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
46 AVG AGE
$115.0M AVG AUM / ADVISOR
$427.5K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Meridian
Investment Themes
Atlas eagle Value
Investment Vehicles
Vector vector
Services
Insight zenith Vital Ember frontier Delta
Owner & Executives
JONATHAN MICHAEL RUSSO
Chief Compliance Officer, Managing Member
- CRD
- #4159763
- Ownership
- 75% or more
(676) 658-1017
alpha.delta@focuscapital.com
in linkedin.com/in/delta-alpha
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,000,000 | $427,509 |
| Non-Discretionary | $0 | -- |
| Total | $115,000,000 | $427,509 |
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Separately Managed Accounts
Total SMA Asset: $115,000,000
Public Funds:
29.8% Equity - Exchange:
45.1% Cash:
25.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,218,591,855 | 29.8% |
| Equity - Exchange | $3,357,667,540 | 45.1% |
| Cash | $1,868,679,717 | 25.1% |
| Total | $7,444,939,112 | 100.0% |