Exceed Advisory LLC
Exceed Advisory LLC is an SEC-registered ria in New York, NY with $119.2M assets under management (AUM, regulatory AUM), +55% over one year. See who owns Exceed Advisory LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170403, SEC 801-79958, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $119.2M (2026-02-19)
- Firm type
- Ria
- Location
- New York, NY
- Employees
- 3
- Clients
- 91
- CRD
- 170403
- Ownership
- HALPERN, JOSEPH; EXCEED HOLDINGS LLC; POWELL, MARGARET; SOLOMON, LAWRENCE, HOWARD; EXCEED INVESTMENTS LLC
How much AUM does Exceed Advisory LLC have?
Exceed Advisory LLC reported $119.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Exceed Advisory LLC?
Disclosed owners and executives of Exceed Advisory LLC include HALPERN, JOSEPH, EXCEED HOLDINGS LLC, POWELL, MARGARET, SOLOMON, LAWRENCE, HOWARD, EXCEED INVESTMENTS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.