M
$10.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
12 yrs Firm Age
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- Custodian
- BNY Mellon ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-20-2014
- Office Locations
- 1
Office Locations
-- Bedford NY
About Michael Pappas Advisor LLC
Michael Pappas Advisor LLC is a Bedford-based RIA. The firm has been operating for 12 years. Managing $10.3M in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company.
Team overview
-- AVG AGE
$10.3M AVG AUM / ADVISOR
$515.0K AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL PAPPAS
Chief Financial Officer, President, PRINCIPAL
- CRD
- #2631793
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,300,000 | -- |
| Total | $10,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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