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Building 2VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC

Map pinSARATOGA SPRINGS, NY
Phone518-583-0891
NotebookSEC #801-55829
Total AUM
$190.8M
Employees
6
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 RAILROAD PL
STE 104
SARATOGA SPRINGS
NY 12866
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
518-583-0891
Other Offices
1

ReceiptFinancials

Total AUM
$190.8M
Accounts
349
Discretionary
$190.8M
Accounts
349
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
120
AUM
$48.2M
HNW Individual Clients
67
AUM
$142.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANHNY

HandshakeAffiliates

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

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