S
$308.8M Total AUM
$308.8M Disc. AUM
-- 3Y CAGR
3 Employees
187 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2023
- Office Locations
- 1
Office Locations
880 Third Avenue 16th Floor NEW York NY
About Samjo Management, LLC
Samjo Management, LLC is a NEW York-based RIA. The firm has been operating for 3 years. Managing $308.8M in total assets under management, with 2 advisory representatives. They custody assets with Pershing.
Team overview
-- AVG AGE
$154.4M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
3.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
0 RIA Reps
3yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DAVID J DRUCKER
Owner, Partner
- CRD
- #5490986
- Ownership
- 25% but less than 50%
Available
Available
Available
A
ALLYSON S WIENER
Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $308,816,379 | $1,633,949 |
| Non-Discretionary | $0 | -- |
| Total | $308,816,379 | $1,633,949 |
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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 |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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