Overview
Assets Under Management: $106 million
Headquarters: POUND RIDGE, NY
High-Net-Worth Clients: 18
Average Client Assets: $5.4 million
Frequently Asked Questions
1230 ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312504), 1230 ADVISORS, LLC is subject to fiduciary duty under federal law.
1230 ADVISORS, LLC is headquartered in POUND RIDGE, NY.
1230 ADVISORS, LLC serves 18 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, 1230 ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
1230 ADVISORS, LLC manages $106 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, 1230 ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.28%
Average Client Assets: $5.4 million
Total Client Accounts: 78
Discretionary Accounts: 41
Non-Discretionary Accounts: 37
Regulatory Filings
CRD Number: 312504
Filing ID: 2045292
Last Filing Date: 2026-01-30 13:25:40