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ARISTA ADVISORY GROUP, LLC
CRD 285722 · SEC 801-108720
255 WASHINGTON AVENUE, EXTENSION SUITE 204, ALBANY, NY, 12205, United States
Phone
518-464-0319
Fax
518-464-5004
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$143.7M
Discretionary AUM
$136.7M
Team
3 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 193 | $41.8M |
| High net worth individuals | 29 | $61.6M |
| Charitable organizations | 11 | $40.1M |
| Corporations/business entities | 1 | $189K |
States served
CA, LA, MA, NJ, NY, PA, WA, TX, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD