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Building 2BOUCHEY FINANCIAL GROUP LTD

Map pinTROY, NY
Phone518-720-3333
NotebookSEC #801-51979
Total AUM
$1.6B
Employees
21
Clients
1,226

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
1819 FIFTH AVENUE
TROY
NY 12180-3302
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
518-720-3333
Other Offices
4

ReceiptFinancials

Total AUM
$1.6B
Accounts
3,359
Discretionary
$1.6B
Accounts
3,297
Non-Discretionary
$32.7M
Accounts
62

ContactClients

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Individual Clients
707
AUM
$281M
HNW Individual Clients
483
AUM
$1.2B
Pension/Profit Sharing Plan Clients
19
AUM
$49.9M
Charitable Organization Clients
1
AUM
$4.7M
Corporation or Business Clients
16
AUM
$24M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMINCNHNJNYPASCTNTXVAVT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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