Preakness Retirement Advisors

Preakness Retirement Advisors, LLC is an SEC-registered investment adviser in Midland Park, NJ. The firm manages approximately $18 million in assets.

Preakness Retirement Advisors

Preakness Retirement Advisors, LLC is an SEC-registered investment adviser in Midland Park, NJ. The firm manages approximately $18 million in assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

—

AUM

Undisclosed

Location

Region

North America

Country

United States

City

—

Corporate office

—

Is Preakness Retirement Advisors a family office or institutional asset manager?

Available public records do not support classification as a family office or institutional manager. The firm's name and regulatory registrations indicate a retail-focused retirement advisory practice serving individual clients rather than institutional limited partners or a single-family wealth pool.

Does Preakness Retirement Advisors disclose its assets under management?

No. The firm does not publish assets under management through a website, regulatory filing summary accessible in standard databases, or industry reporting. Without disclosure, no reliable AUM estimate can be produced.

Who manages investment decisions at the firm?

The firm's leadership and investment decision-makers are not identified in publicly available business records or professional directories. Without a website or LinkedIn presence, no named principals can be confirmed from public sources.

What investment strategies does Preakness Retirement Advisors employ?

Specific investment strategies are not documented in public records. Based on the firm's name, services likely center on retirement income planning, asset allocation for retirees, and distribution strategies, but the precise approach cannot be confirmed without direct disclosure from the firm.

Does the firm maintain any philanthropic or co-investment structures?

No philanthropic foundations, donor-advised funds, or co-investment vehicles associated with Preakness Retirement Advisors have been identified. The firm appears to operate as a standalone advisory practice without adjacent investment or charitable entities.

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