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FEDERAL PREP ADVISORS

Business and Investment Profile

The FEDERAL PREP ADVISORS is a privately held investment adviser that advises $80.11mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. FEDERAL PREP ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 28.79% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 6.1 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 1650 SYCAMORE AVE. SUITE 23, BOHEMIA, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 5 employees comprised of 3 investment and 2 non-investment staff. The total number of Employees increased by 25% over the last 5-years.

Asset Profile

Their $80.11mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients total $80.11mn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

FEDERAL PREP ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: FEDERAL PREP ADVISORS

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Keywords: Federal Prep Advisors, Federal, Prep
Generated 2026-09-12T06:53:44.4783239.  © 2026 Convergence.