← Tributary

BIRINYI ASSOCIATES, INC.

WESTPORT, CT · CRD 107169 · IAPD ↗ · birinyi.com · 203-341-0833

$471.7MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
5States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
February 2024 — BIRINYI ASSOCIATES, INC. shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
February 2024 — BIRINYI ASSOCIATES, INC. reported RAUM up 26% ($277.1M -> $348.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.