Giralda Advisors, LLC (New York)

Name: Giralda Advisors, LLC
Address: 230 Park Ave, New York, NY, 10169
Telephone: 212-235-6801

Giralda Advisors, LLC is a large advisory firm based in New York. It manages $206.01 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Kansas, New Jersey, and 3 other states.

Giralda Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, educational seminars and workshops, and publication of white papers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Giralda Advisors: assets under management

The assets under management (AUM) of Giralda Advisors, LLC is $206.01 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $206.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.29 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Giralda Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Giralda Advisors, LLC

Jerry Anthony Miccolis has been acting as President since 1 Mar 2015. Cheryl Renee Vohland joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Cheryl Renee Vohland	Chief compliance officer	1 Oct 2012	Other	4906804
Brinton Eaton	Owner/managing member	1 Oct 2012	75% - 100%	104846
Robert John Diquollo	President	1 Oct 2012	Other	4331182
Llc Montage Investments	Managing member	1 Dec 2012	50% - 75%	152607
Jeremy Todd Welther	Chief compliance officer	1 Dec 2012	Other	2544111
Jerry Anthony Miccolis	Chief investment officer	1 Dec 2012	Other	4757516
Cheryl Renee Vohland	Chief compliance officer	1 Mar 2013	Other	4906804
Robert John Diquollo	Member	1 Oct 2014	Other	4331182
Jerry Anthony Miccolis	President/chief investment officer	1 Mar 2015	Other	4757516
Gladys Soonsi Chow	Vice president	1 Mar 2015	Other	2195862
Martin Christopher Bicknell	Chairman	1 Mar 2015	Other	2007121
Iryna Yakovlevna Northrip	Chief compliance officer	1 Mar 2015	Other	6466657
Cheryl Renee Vohland	Chief compliance officer	1 Aug 2016	Other	4906804

Indirect Owners

The SEC currently registers 10 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Robert John Diquollo	President	1 Oct 1988	50% - 75%	4331182
Jerry Anthony Miccolis	Vice president and secretary	1 Apr 2007	25% - 50%	4757516
Martin Christopher Bicknell	Elected manager	1 Jul 2007	Other	2007121
Llc Bicknell Family Holding Co.	Member	1 Apr 2008	75% - 100%	26-0534255
Llc Mariner Holdings	Managing member	1 Sep 2008	75% - 100%	26-2766689
Llc Bicknell Family Holding Co.	Owner	1 Jun 2009	75% - 100%	26-0534255
Bicknell Family Management Company Trust	Managing member	1 Jun 2009	Other	20-7480290
Martin Christopher Bicknell	Trustee	1 Jun 2009	Other	2007121
William Allen Freeman	Trustee	1 Jun 2009	Other	5682255
Llc Mariner Holdings	Managing member	1 Jan 2010	75% - 100%	26-2766689

Based in New York

The principal office where Giralda Advisors, LLC performs its advisory services is located at 230 Park Ave, New York, NY 10169 The mailing address of the firm is 4200 West 115 Th Street, Leawood, KS 66211. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-235-6801 or by fax 844-377-4378. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at thegiraldafund.com.