M
$2.2K Total AUM
$2.2K Disc. AUM
-- 3Y CAGR
2 Employees
7 ADV. Clients
0 yrs Firm Age
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- Custodian
- Alpaca
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-21-2025
- Office Locations
- 2
Office Locations
447 Broadway 2ND FL #223 NEW York NY
88 Greenwich Street #509 NEW York NY
About Mary & PIP
Mary & PIP is a NEW York-based RIA with 2 offices. The firm has been operating for 0 years. Managing $2.2K in total assets under management, with 1 advisory representatives. They custody assets with Alpaca.
Team overview
-- AVG AGE
$2.2K AVG AUM / ADVISOR
$316 AVG AUM / CLIENT
0.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Mary Holland Nader
Chief Compliance Officer, Managing Member
- CRD
- #7621412
- Ownership
- 75% or more
Available
Available
Available
Kara Barbara Cooke
Chief Investment Officer
- CRD
- #7381872
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,214 | $316 |
| Non-Discretionary | $0 | -- |
| Total | $2,214 | $316 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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