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Building 2PKS ADVISORY SERVICES, LLC

Map pinALBANY, NY
Phone(518) 426-5791
NotebookSEC #801-62147
Total AUM
$1.1B
Employees
45
Clients
4,892

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
80 STATE STREET
ALBANY
NY 12207
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
(518) 426-5791
Other Offices
23

ReceiptFinancials

Total AUM
$1.1B
Accounts
4,892
Discretionary
$1B
Accounts
4,514
Non-Discretionary
$50.5M
Accounts
378

ContactClients

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Individual Clients
4,696
AUM
$752.9M
HNW Individual Clients
178
AUM
$326.2M
Corporation or Business Clients
18
AUM
$14.2M

Briefcase businessServices

View ADV Part 2 brochures →

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
ALARAZCACOCTDEFLGAILINLAMAMDMINCNHNJNMNYOHORPARISCSDTNTXUTVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 12 other businesses.

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