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Building 2ADIRONDACK FINANCIAL SERVICES CORP

Map pinUTICA, NY
Phone315-724-4186
NotebookSEC #801-64779
Total AUM
$461.8M
Employees
16
Clients
649

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
185 GENESEE STREET
SUITE 210
UTICA
NY 13501
United States
Operating Hours
8:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
315-724-4186

ReceiptFinancials

Total AUM
$461.8M
Accounts
851
Discretionary
$417M
Accounts
845
Non-Discretionary
$44.8M
Accounts
6

ContactClients

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Individual Clients
459
AUM
$81.5M
HNW Individual Clients
137
AUM
$272.4M
Pension/Profit Sharing Plan Clients
4
AUM
$44.6M
Charitable Organization Clients
29
AUM
$44.6M
Insurance Company Clients
1
AUM
$5.2M
Corporation or Business Clients
19
AUM
$13.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACOCTDCDEFLGAILKSMAMDMEMIMSNCNJNMNYOHORPASCTNTXUTVAVTWI

HandshakeAffiliates

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

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