STEPHEN J. GARRY & ASSOCIATES, LLC
CRD #295068 SEC #801-113487 GARDEN CITY, NY 516-280-5588
SEC Registered
Total AUM
$123.6M
Discretionary
$123.6M
Employees
4
Clients
0
Accounts
423
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $123.6M | $123.6M | $0 | 4 | 0 |
| Mar 2024 | $110.2M | $110.2M | $0 | 4 | 0 |
| Mar 2023 | $93.8M | $0 | $93.8M | 3 | 0 |
| Jan 2023 | $105.6M | $0 | $105.6M | 3 | 0 |
| Mar 2022 | $105.6M | $0 | $105.6M | 3 | 0 |
| Mar 2021 | $93M | $0 | $93M | 3 | 0 |
| Oct 2020 | $85M | $0 | $85M | 2 | 0 |
| Jul 2020 | $85M | $0 | $85M | 2 | 0 |
| Jun 2020 | $85M | $0 | $85M | 2 | 0 |
| Mar 2020 | $85M | $0 | $85M | 2 | 0 |
| Mar 2019 | $70M | $0 | $70M | 2 | 0 |
| Oct 2018 | $75M | $0 | $75M | 2 | 0 |
| May 2018 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$93.8M
Discretionary$0
Non-Disc.$93.8M
Employees3
Clients0
DateJan 2023
Total AUM$105.6M
Discretionary$0
Non-Disc.$105.6M
Employees3
Clients0
DateMar 2022
Total AUM$105.6M
Discretionary$0
Non-Disc.$105.6M
Employees3
Clients0
DateMar 2021
Total AUM$93M
Discretionary$0
Non-Disc.$93M
Employees3
Clients0
DateOct 2020
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees2
Clients0
DateJul 2020
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees2
Clients0
DateJun 2020
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees2
Clients0
DateMar 2020
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees2
Clients0
DateMar 2019
Total AUM$70M
Discretionary$0
Non-Disc.$70M
Employees2
Clients0
DateOct 2018
Total AUM$75M
Discretionary$0
Non-Disc.$75M
Employees2
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0