Federal Prep is an SEC registered investment adviser organized as a corporation with a primary office location in Bohemia, NY. Its latest Form ADV filing, dated March 12, 2026, reports $80M in regulatory assets under management, 5 employees, 4 offices, and 637 accounts.
Assets Under Management
$80M
Employees
5
Offices
4 offices
Total Clients
637
Primary office
BOHEMIA, NY
1650 SYCAMORE AVE., SUITE 23, BOHEMIA, 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 segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
637
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$80Mas of March 12, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$80M
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$80M
Total Accounts637
10Y AUM Change+$30M (+58.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee127:1
10Y Employee Change-1 (-16.7%)
* 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.