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AdvisorCensus / Financial advisors / New York / New York, NY / Axos Clearing LLC

Financial advisors in New York, NY using Axos Clearing LLC

4 SEC-registered investment advisory firms headquartered in the New York, NY metro area name Axos Clearing LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in New York, NY ยท How this list is built

FirmCityRegistrationAssets band
ADC Wealth Management, LLCMassapequaSEC-registered investment adviser$100 million to $500 million
Garden State Investment Advisory Services, LLCRed BankSEC-registered investment adviser$500 million to $1 billion
Invictus Timing Service LtdWestburySEC-registered investment adviser$100 million to $500 million
Tranquilli Financial Advisor, LLCClintonSEC-registered investment adviser$100 million to $500 million

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Axos Clearing LLC nationwide

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AdvisorCensus. Financial advisors in New York, NY using Axos Clearing LLC. https://advisorcensus.com/advisors/ny/new-york/custodians/axos-clearing
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