GARDEN CITY, NYCRD 295068Latest ADV March 24, 2026
Stephen J. Garry & Associates, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Garden City, NY.
Assets Under Management
$143M
Employees
4
Offices
--
Total Clients
300
Primary office
GARDEN CITY, NY
990 STEWART AVENUE, SUITE 190, GARDEN CITY, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.7% of total clients.
Top client categories% of clientsClients
1
Individuals
76.7%
230
2
HNWI
23.3%
70
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$143Mas of March 24, 2026
Discretionary100.0%
$143M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$143M
Total Accounts441
10Y AUM Change+$143M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee75:1
10Y Employee Change+2 (+100.0%)
* 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.