1230 Advisors, LLC
1230 Advisors, LLC is an SEC-registered ria in Pound Ridge, NY with $106.2M assets under management (AUM, regulatory AUM), +3% over one year. See who owns 1230 Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312504, SEC 801-120771, data through 2026-01-30.
- AUM (assets under management / regulatory AUM)
- $106.2M (2026-01-30)
- Firm type
- Ria
- Location
- Pound Ridge, NY
- Employees
- 1
- Clients
- 30
- CRD
- 312504
- Ownership
- Schiff, Anthony; WINN, CHRISTOPHER, EDWARD; RIA VENTURES, LLC
How much AUM does 1230 Advisors, LLC have?
1230 Advisors, LLC reported $106.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-30).
Who owns 1230 Advisors, LLC?
Disclosed owners and executives of 1230 Advisors, LLC include Schiff, Anthony, WINN, CHRISTOPHER, EDWARD, RIA VENTURES, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.