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Ny&A, LLC (Laguna Beach)


Ny&A, LLC is an adviser based in Laguna Beach. It manages $12 million of regulatory assets for 141 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California and Virginia.

Ny&A provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and management of variable annuity sub-accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ny&A: assets under management

The assets under management (AUM) of Ny&A, LLC is $12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $85.11 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ny&A, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Laguna Beach

The principal office where Ny&A, LLC performs its advisory services is located at 361 Forest Avenue, Laguna Beach, CA 92651, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-715-8585 or by fax 949-315-3232. The normal business hours are 8 a.m. - 4 p.m. on Monday - Friday.


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