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$695.2M Total AUM
$408.7M Disc. AUM
24.5% 3Y CAGR
2 Employees
11 ADV. Clients
6 yrs Firm Age
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- Custodian
- JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2019
- Office Locations
- 1
Office Locations
6 St. John's Lane NEW York NY
About Wembley Strategic Advisory LLC
Wembley Strategic Advisory LLC is a NEW York-based RIA. The firm has been operating for 6 years. Managing $695.2M in total assets under management, with 2 advisory representatives. They custody assets with JP Morgan.
Team overview
-- AVG AGE
$347.6M AVG AUM / ADVISOR
$63.2M AVG AUM / CLIENT
6.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
SAM BEHBOUDI
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Managing Member
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $408,691,260 | $24,040,662 |
| Non-Discretionary | $286,509,193 | $15,917,177 |
| Total | $695,200,453 | $19,862,870 |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Public Funds:
Available Equity - OTC:
Available Private Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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