JOHN A. BYSKO ASSOCIATES
  • JOHN A. BYSKO ASSOCIATES
  • BYSKO JOHN A
  • JOHN A. BYSKO ASSOCIATES LLC
  • BYSKO JOHN ALLAN
  • BYSKO JOHN A ASSOCIATES

Adviser Profile

As of Date 03/29/2024
Registration SEC, Approved, 03/20/2015
Other registrations (1)
ADV Location OLD LYME, CT, United States
Contact Info 860 xxxxxxx
AUM* 204,313,517 7%
of that, discretionary 204,313,517 7%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,647,690 76%
% High Net Worth 54.03% -21%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

218M 187M 156M 125M 94M 62M 31M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ED LORAH & ASSOCIATES LLC Filing Date05/30/2024 Form ADV-E View Report
Accounting Firm Name ED LORAH & ASSOCIATES LLC Filing Date04/04/2023 Form ADV-E View Report
Accounting Firm Name ED LORAH & ASSOCIATES LLC Filing Date03/29/2022 Form ADV-E View Report

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Brochure Summary