RIA Intel›Advisers›New York›Y C SIEGEL LLC

Y C SIEGEL LLC

Advisory

NY

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in NY

#5,039

of 5,722 advisers by AUM

Average account

$20M

across 1 accounts

AUM per adviser

$10M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY, TX

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.

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

1 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NY

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

ENERGY TRUST LLC

$20M

EASTRICH CAPITAL ADVISORS LLC

$20M

ABOUT TIME FINANCIAL PLANNING, LLC

$20M

AMERICAN YELLOWSTONE ADVISORS, LLC

$20M

FIG ADVISORS LLC

$21M

NICHOLAS ADVISORS INC

$21M

Get the full picture on Y C SIEGEL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track Y C SIEGEL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans