| As of Date | 04/01/2025 |
| Registration | SEC, Approved, 01/19/2018 |
| ADV Location | COMMACK, NY, United States |
| Contact Info | (63 xxxxxxx |
| Websites |
| AUM* | 57,389,099 7% |
| of that, discretionary | 41,377,679 15% |
| Number of Employees | 5 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 329,822 16% |
| % High Net Worth | 15.25% -82% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser PHASE III ADVISORY SERVICES, LTD | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM210.9m | #Funds- | |
| Adviser LIFECYCLE FINANCIAL PLANNERS INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM671.7m | #Funds- | |
| Adviser CHANCELLOR FINANCIAL GROUP WB LP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM249.3m | #Funds- | |
| Adviser MHS ADVISORY SERVICES, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM253.3m | #Funds- | |
| Adviser ASSET PRESERVATION GROUP INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM321.2m | #Funds- | |
| Adviser WEALTH PRO ADVISORS, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM317.5m | #Funds- | |
| Adviser THE ADVISORY RESOURCE GROUP, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM926.6m | #Funds- | |
| Adviser PROSPERA FINANCIAL SERVICES, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM12.4b | #Funds- | |
| Adviser NOBLEBRIDGE WEALTH | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM214.5m | #Funds- | |
| Adviser ACCELERATED WEALTH ADVISORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund82.4m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV82.4m | AUM180.5m | #Funds3 |