PPrivate Fund Data Log in Join · $37/mo

First American Asset Advisory, LLC.

● SEC registered since 2022CRD 282254SEC# 801-126067Garden City, NY
Export (members)
Reg. AUM
$140.2M
Employees
5
Accounts
198
Location
Garden City, NY

First American Asset Advisory, LLC. assets under management

First American Asset Advisory, LLC. operates as an SEC-registered investment adviser based in Garden City, NY. The firm has been registered since 2022. It reports $140.2 million in regulatory assets under management and employs 5 people.
www.firstaaa.comView on SEC.gov ↗

First American Asset Advisory, LLC. owners & executives

2 reported
NameTitleOwnershipSince
Michael John Finnan ControlChief Compliance Officer & Ceo50-75%2019
Paul John Metz ControlPresident50-75%2015

Frequently asked questions

How much does First American Asset Advisory, LLC. manage?

First American Asset Advisory, LLC. reports $140.2 million in regulatory assets under management on its Form ADV.

How many employees does First American Asset Advisory, LLC. have?

First American Asset Advisory, LLC. reports 5 employees.

Where is First American Asset Advisory, LLC. located?

First American Asset Advisory, LLC. is based in Garden City, NY and has been SEC-registered since 2022.

Does First American Asset Advisory, LLC. disclose fund performance?

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

Contact & registration

Address59 Hilton Avenue, Suite 101, Garden City, NY 11530
Phone(516) 622-3100
Fax(516) 622-3101
Office hours9:00a.m. - 4:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$140.2M
Total (RAUM)$140.2M