Overview

Assets Under Management: $192 million
Headquarters: GARDEN CITY, NY
High-Net-Worth Clients: 266
Average Client Assets: $0.7 million

Frequently Asked Questions

FIRST AMERICAN ASSET ADVISORY, 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 #282254), FIRST AMERICAN ASSET ADVISORY, LLC is subject to fiduciary duty under federal law.

FIRST AMERICAN ASSET ADVISORY, LLC is headquartered in GARDEN CITY, NY.

FIRST AMERICAN ASSET ADVISORY, LLC serves 266 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓

According to their SEC Form ADV, FIRST AMERICAN ASSET ADVISORY, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓

FIRST AMERICAN ASSET ADVISORY, LLC manages $192 million in client assets according to their SEC filing dated March 31, 2026.

According to their SEC Form ADV, FIRST AMERICAN ASSET ADVISORY, LLC serves high-net-worth individuals and institutional clients. View client details ↓

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Clients

Number of High-Net-Worth Clients: 266
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $0.7 million
Total Client Accounts: 266
Non-Discretionary Accounts: 266

Regulatory Filings

CRD Number: 282254
Filing ID: 2089385
Last Filing Date: 2026-03-31 13:58:39