RIA Intel›Advisers›New York›FIRST AMERICAN ASSET ADVISORY, LLC.

FIRST AMERICAN ASSET ADVISORY, LLC.

Advisory

N·GARDEN CITY, NY

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$192M
1-Year AUM Growth
+22.5%
3-Year CAGR
+7.1%
Employees
6
Assets Under Management
Total AUM$192M
Discretionary AUM$0
Non-Discretionary AUM$192M
Discretionary %0%
Total Clients198
Team
Total Employees6
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record6
First FilingJun 10, 2022
Latest FilingMar 31, 2026
Full AUM trend chart and 6 historical filings spanning 4+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on FIRST AMERICAN ASSET ADVISORY, LLC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →