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Building 2THE CENTER FOR FINANCIAL PLANNING

Map pinALBANY, NY
Phone518-452-4394
NotebookSEC #801-56749
Total AUM
$50M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26 VLY ROAD
ALBANY
NY 12205-2209
USA
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
518-452-4394

ReceiptFinancials

Total AUM
$50M
Accounts
378
Discretionary
$50M
Accounts
378
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
NYVT

HandshakeAffiliates

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

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