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- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-18-2005
- Office Locations
- 1
Office Locations
About Preakness Retirement Advisors, LLC
Preakness Retirement Advisors, LLC is a Wyckoff-based RIA. The firm has been operating for 21 years. Managing $18.2M in total assets under management, with 1 advisory representatives. They custody assets with Trade-PMR and Wells Fargo.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 14 clients, or 14 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Investment Themes
- Services
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Owner & Executives
MARTIN J COSTELLO JR
President, Senior Associate
- CRD
- #1453788
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,190,792 | -- |
| Total | $18,190,792 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Preakness Retirement Advisors, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.