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Building 2ADVISOR FINANCIAL SERVICES, INC.

Map pinCHATHAM, NY
Phone518-392-3400
NotebookSEC #801-113326
Total AUM
$62.6M
Employees
2
Clients
223

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 TACONIC PL
CHATHAM
NY 12037
United States
Operating Hours
NONE
BY APPOINTMENT ONLY
Phone
518-392-3400
Other Offices
1

ReceiptFinancials

Total AUM
$62.6M
Accounts
435
Discretionary
$62.6M
Accounts
435
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
182
AUM
$24.5M
HNW Individual Clients
38
AUM
$38M
Pension/Profit Sharing Plan Clients
1
AUM
$109K
Charitable Organization Clients
1
AUM
$19.4K
Corporation or Business Clients
1
AUM
$4.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYVA

HandshakeAffiliates

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

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