Accrued Equities Inc.
● SEC registered since 1980CRD 13452SEC# 801-15504Melville, NY
Reg. AUM
$271.8M
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 $271.8 million in regulatory assets under management and employs 4 people.
Accrued Equities Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Jay Schoenwald Control | President/Ceo | Over 75% | 1981 |
| Kathleen Don Angelo | Secretary/Assistant Compliance Officer | Under 5% | 2023 |
| Murray David Rosenblith | Vice President/Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Accrued Equities Inc. manage?
Accrued Equities Inc. reports $271.8 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
| Address | 150 Broadhollow Rd.,, Suite Ph-02, Melville, NY 11747 |
| Phone | 631-423-7373 |
| Fax | 631-423-7393 |
| Office hours | 9 To 5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$271.8M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$271.8Mregulatory AUM
Discretionary $271.8M