RIA Intel›Advisers›New York›NILES ASSET MANAGEMENT, INC.

NILES ASSET MANAGEMENT, INC.

Advisory

NY

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

Rank in NY

#3,885

of 5,722 advisers by AUM

Average account

$239K

across 404 accounts

AUM per adviser

$32M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$96M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$96M

Discretionary AUM$96M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients404

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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.

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Owners & Officers

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

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Client Demographics

404 clients

13 high-net-worth

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

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