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ESTEE ADVISORS LLC

Advisory

SHORT HILLS, NJ

Data as of Jun 28, 2026 · Source: SEC Form ADV

Average account
$5M
across 3 accounts
AUM per adviser
$5M
3 advisers

Source: SEC Form ADV. Figures as filed Jun 28, 2026.

Total AUM
$15M
Discretionary %
100%
Clients
3
Employees
3

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$15M
Discretionary AUM$15M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndMarch
Operates InFL, NJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

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

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MDC FINANCIAL CONSULTING, LLC
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MARC ALAN WEALTH MANAGEMENT LLC
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NIGIDO MULLIN INVESTMENT STRATEGIES, LLC
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$15M

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