Overview
Assets Under Management: $144 million
Headquarters: ALBANY, NY
High-Net-Worth Clients: 39
Average Client Assets: $2.8 million
Frequently Asked Questions
ARISTA WEALTH ADVISORS, LTD 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 #107763), ARISTA WEALTH ADVISORS, LTD is subject to fiduciary duty under federal law.
ARISTA WEALTH ADVISORS, LTD is headquartered in ALBANY, NY.
ARISTA WEALTH ADVISORS, LTD serves 39 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, ARISTA WEALTH ADVISORS, LTD offers financial planning and portfolio management for individuals. View all service details ↓
ARISTA WEALTH ADVISORS, LTD manages $144 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, ARISTA WEALTH ADVISORS, LTD serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.02%
Average Client Assets: $2.8 million
Total Client Accounts: 512
Discretionary Accounts: 507
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 107763
Filing ID: 1164195
Last Filing Date: 2018-03-30 16:55:00