First American Asset Advisory, LLC.
● SEC registered since 2022CRD 282254SEC# 801-126067Garden City, NY
Reg. AUM
$191.8M
Employees
8
Accounts
266
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 $191.8 million in regulatory assets under management and employs 8 people.
First American Asset Advisory, LLC. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael John Finnan Control | Chief Compliance Officer & Ceo | 50-75% | 2019 |
| Paul John Metz Control | President | 50-75% | 2015 |
Frequently asked questions
How much does First American Asset Advisory, LLC. manage?
First American Asset Advisory, LLC. reports $191.8 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 8 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
| Address | 59 Hilton Avenue, Suite 101, Garden City, NY 11530 |
| Phone | (516) 622-3100 |
| Fax | (516) 622-3101 |
| Office hours | 9:00a.m. - 4:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$191.8M▲ 37%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$191.8Mregulatory AUM
Discretionary $0Non-discretionary $191.8M