Pushkin Advisory Group, LLC

RIASEC RegisteredEst. 2023
Total AUM
$51M
Discretionary
$43M
84% of AUM
Avg account
$270K
Accounts
189
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
226674
Registered since
October 30, 2023
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI79.03%
  • Individuals15.43%
  • Pension & Profit Sharing Plans5.54%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Pushkin Advisory Group, LLC is a small, equity-focused advisory firm that manages portfolios for individuals, families and select institutional clients. The firm charges fees as a percentage of assets under management and emphasizes exchange-traded equities as its primary vehicle for implementing investment strategies. Pushkin operates both discretionary and non-discretionary mandates, with most client capital managed on a discretionary basis. Investment activity centers on liquid, listed instruments for core exposure, with managers supplementing equity allocations using mutual funds and corporate debt where appropriate. The firm also allocates to third-party alternative managers for access to real assets and commodity-related strategies, which it uses to diversify equity-heavy portfolios. Pushkin does not position itself as an ESG-focused adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Andrew Russo

    Andrew Russo

    Managing MemberCRD 5806389

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth