$142.6M Total AUM
$142.6M Disc. AUM
15.4% 3Y CAGR
4 Employees
300 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-22-2018
- Office Locations
- 1
Office Locations
990 Stewart Avenue Suite 190 Garden City NY
About Stephen J. Garry & Associates, LLC
Stephen J. Garry & Associates, LLC is a Garden City-based RIA. The firm has been operating for 8 years. Managing $142.6M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$47.5M AVG AUM / ADVISOR
$475.2K AVG AUM / CLIENT
3.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEPHEN JOSEPH GARRY
Chief Compliance Officer, President
- CRD
- #2071478
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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C
Connor Garry
--
- CRD
- #7658109
Available
Available
Available
J
Joseph Martin Garry
Agent
- CRD
- #6810260
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,552,831 | $323,249 |
| Non-Discretionary | $0 | -- |
| Total | $142,552,831 | $323,249 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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