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ANGLIA, INC.

Advisory

VALLEY STREAM, NY

Data as of Jan 18, 2026 · Source: SEC Form ADV

Rank in NY
#4,598
of 5,722 advisers by AUM
Average account
$780K
across 50 accounts
AUM per adviser
$39M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 18, 2026.

Total AUM
$39M
Discretionary %
100%
Clients
110
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$39M
Discretionary AUM$39M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients110
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

LSV ADVISORS, LLC
NEW YORK, NY
$39M
-72.6% 1Y
PEAK WEALTH MANAGEMENT LLC
SARATOGA SPRINGS, NY
$39M
FREESTYLE FUND SERVICES COMPANY LLC
NEW YORK, NY
$39M
-3.2% 1Y
AMIDON & PETERSEN FINANCIALS, LLC
ALBANY, NY
$39M
+4.7% 1Y
GILEAD CAPITAL LP
NEW YORK, NY
$39M
-1.9% 1Y
J.P. MORGAN PARTNERS, LLC
NEW YORK, NY
$39M
-84.5% 1Y

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