1230 Advisors, LLC

1230 Advisors, LLC (CRD# 312504) is a financial advisory firm headquartered in Pound Ridge, NY. They manage $88,000,000 in 99 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
25 Autumn Ridge Road, Pound Ridge, NY 10576
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $888,889
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at 1230 Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Anthony Schiff, financial advisor Pound Ridge NY
Anthony Schiff
CRD#: 2786664
25 Autumn Ridge Road, Pound Ridge, NY 10576

Anthony Schiff (CRD# 2786664) is an Investment Advisor Representative working at 1230 Advisors, LLC in Pound Ridge, NY and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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