P
CRD: 226674
Pushkin Advisory Group, LLC
Hollywood, FL
3152692828
$51.0M Total AUM
$43.0M Disc. AUM
-- 3Y CAGR
1 Employees
93 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-09-2015
- Office Locations
- 1
Office Locations
-- Skaneateles NY
About Pushkin Advisory Group, LLC
Pushkin Advisory Group, LLC is a Hollywood-based RIA. The firm has been operating for 11 years. Managing $51.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Jackson National Life. Services offered include 529 Plans, Portfolio Construction, Tax Planning.
Team overview
48 AVG AGE
$51.0M AVG AUM / ADVISOR
$548.0K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Bridge pioneer Harbor
Client Personas
Delta pioneer
Investment Themes
Prime zenith
Investment Vehicles
Pioneer
Platform
Matrix
Services
Value Prime Radial wave
Owner & Executives
A
ANDREW CHRISTOPHER RUSSO
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5806389
- Ownership
- 75% or more
(875) 212-6965
pathway.oak@vectorcapital.com
in linkedin.com/in/summit-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,981,676 | $209,507 |
| Non-Discretionary | $7,982,293 | -- |
| Total | $50,963,969 | $209,507 |
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Separately Managed Accounts
Total SMA Asset: $50,963,969
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,628,911,468 | 100.0% |
| Total | $7,628,911,468 | 100.0% |