P
$18.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
21 yrs Firm Age
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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
C/O A.j. Graziano, ESQ 155 Pompton AVE Verona NJ
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.
Team overview
-- AVG AGE
$18.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
21.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Investment Themes
Available
Services
Available
Owner & Executives
M
MARTIN J COSTELLO JR
President, Senior Associate
- CRD
- #1453788
- 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 | $18,190,792 | -- |
| Total | $18,190,792 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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