$28.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-16-2022
- Office Locations
- 1
Office Locations
133 Saratoga Road Suite #5 Glenville NY
About SIP Financial Services
SIP Financial Services is an independent advisory led by Lanny Rosenbaum focused on goal-based financial planning and ongoing investment management. The firm works with individuals and business owners on retirement and education planning, balancing risk and return with portfolios built largely with public funds and ETFs. Custodied with Schwab.
Team overview
-- AVG AGE
$28.2M AVG AUM / ADVISOR
$391.2K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
L
LANNY KEVIN ROSENBAUM
Advisor, Chief Compliance Officer
- CRD
- #5352329
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $28,165,682 | $201,183 |
| Total | $28,165,682 | $201,183 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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