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1230 Advisors, LLC

● SEC registered since 2021CRD 312504SEC# 801-120771Pound Ridge, NY
Export (members)
Reg. AUM
$103.3M
Employees
1
Accounts
94
Location
Pound Ridge, NY

1230 Advisors, LLC assets under management

1230 Advisors, LLC is an SEC-registered investment adviser based in Pound Ridge, NY. The firm has been registered since 2021. It reports $103.3 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

1230 Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Anthony Schiff ControlManaging Member, Managing Director / Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does 1230 Advisors, LLC manage?

1230 Advisors, LLC reports $103.3 million in regulatory assets under management on its Form ADV.

How many employees does 1230 Advisors, LLC have?

1230 Advisors, LLC reports 1 employees.

Where is 1230 Advisors, LLC located?

1230 Advisors, LLC is based in Pound Ridge, NY and has been SEC-registered since 2021.

Does 1230 Advisors, LLC disclose fund performance?

1230 Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address25 Autumn Ridge Road, Pound Ridge, NY 10576
Phone(917) 692-1095
Office hours8:30a.m. To 5:30p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$70.3M
Non-discretionary$33M
Total (RAUM)$103.3M