RIA Intel›Advisers›New York›PURSINO ADVISORY GROUP LLC

PURSINO ADVISORY GROUP LLC

Advisory

N·GARDEN CITY, NY

Data as of Mar 18, 2024 · Source: SEC Form ADV

Total AUM

$19M

1-Year AUM Growth

-54.4%

3-Year CAGR

-13.2%

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$17M

Non-Discretionary AUM$2M

Discretionary %89.2%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record17

First FilingJan 9, 2013

Latest FilingMar 18, 2024

🔒 Full AUM trend chart and 17 historical filings spanning 11+ years

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.

📊 Peer Benchmarking

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

👥 Owners & Officers

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

🏦 Client Demographics

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

Get the full picture on PURSINO ADVISORY GROUP LLC

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