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Building 2PUSHKIN ADVISORY GROUP, LLC

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Phone315-269-2828
NotebookSEC #801-128983
Total AUM
$36.7M
Employees
1
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
315-269-2828
Other Offices
1

ReceiptFinancials

Total AUM
$36.7M
Accounts
175
Discretionary
$36.7M
Accounts
175
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
45
AUM
$7.9M
HNW Individual Clients
31
AUM
$25.8M
Pension/Profit Sharing Plan Clients
2
AUM
$3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING; INVESTMENT MANAGEMENT FOR HELD-AWAY ACCOUNTS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

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

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