1230 ADVISORS, LLC

Adviser information for 1230 ADVISORS, LLC last updated from Form ADV on January 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	New York, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	49	$62.0M
Non-Discretionary	50	$26.0M
Total	99	$88.0M

Clients

Type	Number	RAUM
Individuals	13	$4.0M
HNW Individuals	18	$83.0M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$1.0M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-120771
SEC ERA File Number	801-120771
SEC CIK Numbers	None
SEC CRD Numbers	312504
Legal Entity Identifier	None

Principal Office

25 AUTUMN RIDGE ROAD
POUND RIDGE
NY
United States

Monday - Friday, 8:30AM TO 5:30PM

Tel: (917) 692-1095, Fax: None

Chief Compliance Officer

ANTHONY G. SCHIFF

MANAGING DIRECTOR

25 AUTUMN RIDGE ROAD

POUND RIDGE

United States

Tel: (917) 692-1095

A******@***************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners