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1230 ADVISORS, LLC
CRD 312504 · SEC 801-120771
25 AUTUMN RIDGE ROAD, POUND RIDGE, NY, 10576, United States
Phone
(917) 692-1095
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$106.2M
Discretionary AUM
$68.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $8.2M |
| High net worth individuals | 18 | $98.0M |
States served
NJ, NY, FL
Official SEC filing: View on IAPD