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Building 2ALBANY FINANCIAL PLANNERS INC

Map pinALBANY, NY
Phone518-482-5777
NotebookSEC #801-21646
Total AUM
$274.7M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 ATRIUM DRIVE
SUITE 265
ALBANY
NY 12205
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
518-482-5777

ReceiptFinancials

Total AUM
$274.7M
Accounts
600
Discretionary
$274.7M
Accounts
600
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHNYVA

HandshakeAffiliates

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

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