PURSINO ADVISORY GROUP LLC
  • PURSINO ADVISORY GROUP LLC

Adviser Profile

As of Date 06/30/2024
Registration status Terminated
ADV Location GARDEN CITY, NY, United States
Contact Info 516 xxxxxxx
Websites
AUM* 19,401,551 -54%
of that, discretionary 17,313,586 -43%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 168,709 -45%
% High Net Worth 37.78% -26%
SMA’s Yes
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

33M 28M 24M 19M 14M 9M 5M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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