Pursino Advisory Group LLC is a mid-sized advisory firm based in Garden City. It manages $28.07 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of New York.
Pursino Advisory Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pursino Advisory Group LLC is $28.07 million. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pursino Advisory Group LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Pursino Advisory Group is high net worth individuals with 15 clients and $19.76 million of assets under management. Among the 4 most similar advisory firms, Pursino Advisory Group has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $28.01 million for 46 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Pursino Advisory Group doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Pursino Advisory Group LLC performs its advisory services is located at 1325 Franklin Avenue, Garden City, NY 11530, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 516-240-8088 or by fax 516-240-8087. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at pursino.com.