1230 ADVISORS, LLC
CRD #312504 SEC #801-120771 POUND RIDGE, NY (917) 692-1095
SEC Registered
Total AUM
$103.3M
Discretionary
$70.3M
Employees
1
Clients
0
Accounts
94
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $103.3M | $70.3M | $33M | 1 | 0 |
| May 2025 | $103.3M | $70.3M | $33M | 1 | 0 |
| Jan 2025 | $103.3M | $70.3M | $33M | 1 | 0 |
| Nov 2024 | $88M | $62M | $26M | 1 | 0 |
| Jan 2024 | $88M | $62M | $26M | 1 | 0 |
| Feb 2023 | $83M | $58M | $25M | 1 | 0 |
| Mar 2022 | $69M | $47M | $22M | 1 | 0 |
| Feb 2022 | $69M | $47M | $22M | 1 | 0 |
| Feb 2022 | $69M | $47M | $22M | 1 | 0 |
| Jul 2021 | $40M | $18.5M | $21.5M | 1 | 0 |
| May 2021 | $0 | $0 | $0 | 1 | 0 |
| May 2021 | $0 | $0 | $0 | 1 | 0 |
| Mar 2021 | $0 | $0 | $0 | 1 | 0 |
DateAug 2025
Total AUM$103.3M
Discretionary$70.3M
Non-Disc.$33M
Employees1
Clients0
DateMay 2025
Total AUM$103.3M
Discretionary$70.3M
Non-Disc.$33M
Employees1
Clients0
DateJan 2025
Total AUM$103.3M
Discretionary$70.3M
Non-Disc.$33M
Employees1
Clients0
DateNov 2024
Total AUM$88M
Discretionary$62M
Non-Disc.$26M
Employees1
Clients0
DateJan 2024
Total AUM$88M
Discretionary$62M
Non-Disc.$26M
Employees1
Clients0
DateFeb 2023
Total AUM$83M
Discretionary$58M
Non-Disc.$25M
Employees1
Clients0
DateMar 2022
Total AUM$69M
Discretionary$47M
Non-Disc.$22M
Employees1
Clients0
DateFeb 2022
Total AUM$69M
Discretionary$47M
Non-Disc.$22M
Employees1
Clients0
DateFeb 2022
Total AUM$69M
Discretionary$47M
Non-Disc.$22M
Employees1
Clients0
DateJul 2021
Total AUM$40M
Discretionary$18.5M
Non-Disc.$21.5M
Employees1
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0