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Building 2ADVANCED GROUP FINANCIAL SERVICES, LLC

Map pinUTICA, NY
Phone315-733-1010
NotebookSEC #801-109956
Total AUM
$27.7M
Employees
2
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2508 GENESEE STREET
UTICA
NY 13502
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
315-733-1010

ReceiptFinancials

Total AUM
$27.7M
Accounts
148
Discretionary
$27.7M
Accounts
148
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
85
AUM
$23M
HNW Individual Clients
1
AUM
$4.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYOH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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