M
CRD: 281138
Metis Asset Management Advisory, LLC
Syosset, NY
8479129781
$16.7M Total AUM
$16.7M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-14-2021
- Office Locations
- 1
Office Locations
-- Syosset NY
About Metis Asset Management Advisory, LLC
Metis Asset Management Advisory, LLC is a Syosset-based RIA. The firm has been operating for 4 years. Managing $16.7M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management.
Team overview
-- AVG AGE
$16.7M AVG AUM / ADVISOR
$252.3K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
4yrs Firm Age
Insights
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Investment Themes
Ridge Ridge signal Optima
Investment Vehicles
Oak crest
Services
Oak
Owner & Executives
Weiqin Dong
Chief Investment Officer
- CRD
- #6674369
- Ownership
- 75% or more
(860) 597-4412
timber.meridian@quantumcapital.com
in linkedin.com/in/vital-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,650,445 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,650,445 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,650,445
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,967,852,074 | 100.0% |
| Total | $2,967,852,074 | 100.0% |