GARDEN CITY, NYCRD 282254Latest ADV March 31, 2026
First American Asset Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Garden City, NY. Its latest Form ADV filing, dated March 31, 2026, reports $192M in regulatory assets under management, 8 employees, and 266 accounts.
Assets Under Management
$192M
Employees
8
Offices
--
Total Clients
266
Primary office
GARDEN CITY, NY
59 HILTON AVENUE, SUITE 101, GARDEN CITY, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
266
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$192Mas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$192M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$192M
Total Accounts266
10Y AUM Change+$141M (+280.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee33:1
10Y Employee Change+3 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.