RIA IntelAdvisersNew JerseyLANDY INVESTMENT MANAGEMENT LLC

LANDY INVESTMENT MANAGEMENT LLC

Advisory

NJ

Data as of Feb 23, 2026 · Source: SEC Form ADV

Average account
$237K
across 17 accounts
AUM per adviser
$4M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM
$4M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

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

MASSEY FINANCIAL GROUP LIMITED LIABILITY COMPANY
$4M
ASCENT CAPITAL MANAGEMENT, INC.
NEWTON, NJ
$4M
ALIGNING WEALTH LLC
$4M
A.M. PERRICONE LLC
$4M
DENBY FINANCIAL SERVICES, LLC
$4M
KAIJU ETF ADVISORS
RED BANK, NJ
$4M
+102.5% 1Y

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