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Arista Advisory Group, LLC

● SEC registered since 2016CRD 285722SEC# 801-108720Albany, NY
Export (members)
Reg. AUM
$181.1M
Employees
3
Accounts
564
Location
Albany, NY

Arista Advisory Group, LLC assets under management

Arista Advisory Group, LLC operates as an SEC-registered investment adviser based in Albany, NY. The firm has been registered since 2016. It reports $181.1 million in regulatory assets under management and employs 3 people.
www.aristaadv.comView on SEC.gov ↗

Arista Advisory Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Bernard Charles Murphy ControlVice President10-25%2018
Gerald Max Schwartz ControlPresident & Chief Compliance Officer50-75%2016
Kimberly Marie Mullin ControlSecretary Treasurer10-25%2018

Frequently asked questions

How much does Arista Advisory Group, LLC manage?

Arista Advisory Group, LLC reports $181.1 million in regulatory assets under management on its Form ADV.

How many employees does Arista Advisory Group, LLC have?

Arista Advisory Group, LLC reports 3 employees.

Where is Arista Advisory Group, LLC located?

Arista Advisory Group, LLC is based in Albany, NY and has been SEC-registered since 2016.

Does Arista Advisory Group, LLC disclose fund performance?

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

Contact & registration

Address255 Washington Avenue, Extension Suite 204, Albany, NY 12205
Phone518-464-0319
Fax518-464-5004
Office hours9:00 a.m. - 4:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$173.1M
Non-discretionary$8M
Total (RAUM)$181.1M