$105.2M Total AUM
$0 Disc. AUM
25.5% 3Y CAGR
1 Employees
87 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers · UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-17-2014
- Office Locations
- 1
Office Locations
48 Wall Street 11th Floor NEW York NY
About Wallstreeti.com
WALLSTREETI.COM (WallStreetInvestments.com) is a New York–based RIA serving individuals, families, and business owners with retirement, estate, charitable, and comprehensive financial/investment planning plus ongoing asset management. Portfolios are implemented primarily with ETFs and complemented by fixed income/cash as needed. The firm emphasizes quantified risk profiling (“risk number”) and custody through Interactive Brokers.
Team overview
-- AVG AGE
$105.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
G
GEORGE SAM ANTONOPOULOS
Chief Compliance Officer, President
- CRD
- #3183950
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $105,235,705 | $1,209,606 |
| Total | $105,235,705 | $1,209,606 |
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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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