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Accrued Equities Inc.

● SEC registered since 1980CRD 13452SEC# 801-15504Melville, NY
Export (members)
Reg. AUM
$253.1M
Employees
4
Accounts
1
Location
Melville, NY

Accrued Equities Inc. assets under management

Accrued Equities Inc. is an SEC-registered investment adviser based in Melville, NY. The firm has been registered since 1980. It reports $253.1 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Accrued Equities Inc. owners & executives

3 reported
NameTitleOwnershipSince
David Jay Schoenwald ControlPresident/CeoOver 75%1981
Kathleen Don AngeloSecretary/Assistant Compliance OfficerUnder 5%2023
Murray David RosenblithVice President/Chief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Accrued Equities Inc. manage?

Accrued Equities Inc. reports $253.1 million in regulatory assets under management on its Form ADV.

How many employees does Accrued Equities Inc. have?

Accrued Equities Inc. reports 4 employees.

Where is Accrued Equities Inc. located?

Accrued Equities Inc. is based in Melville, NY and has been SEC-registered since 1980.

Does Accrued Equities Inc. disclose fund performance?

Accrued Equities Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address150 Broadhollow Rd.,, Suite Ph-02, Melville, NY 11747
Phone631-423-7373
Fax631-423-7393
Office hours9 To 5
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$253.1M
Non-discretionary$0
Total (RAUM)$253.1M