Accrued Equities Inc.
Accrued Equities Inc. is an SEC-registered ria in Melville, NY with $271.8M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Accrued Equities Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 13452, SEC 801-15504, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $271.8M (2026-03-10)
- Firm type
- Ria
- Location
- Melville, NY
- Employees
- 4
- CRD
- 13452
- Ownership
- SCHOENWALD, DAVID JAY; SCHOENWALD, MAURICE LOUIS; ROSENBLITH, MURRAY DAVID; DON ANGELO, KATHLEEN
How much AUM does Accrued Equities Inc. have?
Accrued Equities Inc. reported $271.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Accrued Equities Inc.?
Disclosed owners and executives of Accrued Equities Inc. include SCHOENWALD, DAVID JAY, SCHOENWALD, MAURICE LOUIS, ROSENBLITH, MURRAY DAVID, DON ANGELO, KATHLEEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.