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Building 2BROADWAY ADVISOR GROUP

Map pinALBANY, NY
Phone518-477-3626
NotebookSEC #801-127086
Total AUM
$214.9M
Employees
4
Clients
321

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
368 BROADWAY
FIRST FLOOR
ALBANY
NY 12207
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
518-477-3626

ReceiptFinancials

Total AUM
$214.9M
Accounts
321
Discretionary
$203.7M
Accounts
316
Non-Discretionary
$11.2M
Accounts
5

ContactClients

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Individual Clients
244
AUM
$65.6M
HNW Individual Clients
71
AUM
$137.2M
Pension/Profit Sharing Plan Clients
5
AUM
$11.2M
Corporation or Business Clients
1
AUM
$936.7K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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