N
$96.4M Total AUM
$96.4M Disc. AUM
-- 3Y CAGR
3 Employees
404 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2001
- Office Locations
- 2
Office Locations
2 East Main Street Canton NY
-- Brushton NY
About Niles Asset Management, INC
Niles Asset Management, INC is a Brushton-based RIA with 2 offices. The firm has been operating for 25 years. Managing $96.4M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management.
Team overview
-- AVG AGE
$32.1M AVG AUM / ADVISOR
$238.7K AVG AUM / CLIENT
1.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
25yrs Firm Age
Insights
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Services
Legacy north
Owner & Executives
G
Graham Niles
President
- CRD
- #7966730
- Ownership
- 25% but less than 50%
(747) 319-4327
zenith.catalyst@timbercapital.com
in linkedin.com/in/prime-focus
R
Ryan Thomas Niles
TREASURER, Vice President
- CRD
- #7562077
- Ownership
- 25% but less than 50%
(560) 649-4073
oak.harbor@focuscapital.com
in linkedin.com/in/fusion-vector
U
Unison optima
Unison eagle fusion
- CRD
- #96379
- Ownership
- 33.4%
(341) 948-4469
frontier.atlas@horizoncapital.com
in linkedin.com/in/fusion-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,420,869 | -- |
| Non-Discretionary | $0 | -- |
| Total | $96,420,869 | -- |
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Separately Managed Accounts
Total SMA Asset: $96,420,869
Equity - Exchange:
25.7% U.S. Government/Agency:
31.0% Corporate - Investment Grade:
20.3% Cash:
23.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,676,260,537 | 25.7% |
| U.S. Government/Agency | $2,021,948,508 | 31.0% |
| Corporate - Investment Grade | $1,324,050,152 | 20.3% |
| Cash | $1,500,155,345 | 23.0% |
| Total | $6,522,414,542 | 100.0% |