1230 Advisors, LLC
● SEC registered since 2021CRD 312504SEC# 801-120771Pound Ridge, NY
Reg. AUM
$106.2M
Employees
1
Accounts
78
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 $106.2 million in regulatory assets under management and employs 1 people.
1230 Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Schiff Control | Managing Member, Managing Director / Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does 1230 Advisors, LLC manage?
1230 Advisors, LLC reports $106.2 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
| Address | 25 Autumn Ridge Road, Pound Ridge, NY 10576 |
| Phone | (917) 692-1095 |
| Office hours | 8:30a.m. To 5:30p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$106.2M▲ 3%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$106.2Mregulatory AUM
Discretionary $68.5MNon-discretionary $37.7M