RIA Intel›Advisers›New York›DRESNER, LAURENCE ADLEY

DRESNER, LAURENCE ADLEY

Advisory

NY

Data as of Aug 23, 2021 · Source: SEC Form ADV

Rank in NY

#5,599

of 5,722 advisers by AUM

Average account

$333K

across 3 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 23, 2021.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$0

Non-Discretionary AUM$1M

Discretionary %0%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

3 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NY

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

$986K

THRASHER CAPITAL MANAGEMENT, LLC

$982K

SHARPELY AI WEALTH ADVISORS LLC

$979K

FORZA WEALTH ADVISORY SERVICES LLC

$957K

ROSENBLATT GLOBAL ADVISORS LLC

$1M

STARSHIP SECURITIES LLC

$1M

Get the full picture on DRESNER, LAURENCE ADLEY

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DRESNER, LAURENCE ADLEY and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans