1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MCGINN, SMITH ADVISORS LLC

Map pinALBANY, NY
Phone518-449-5131
NotebookSEC #801-64954
Total AUM
$38.5M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
99 PINE STREET
ALBANY
NY 12207
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
518-449-5131

ReceiptFinancials

Total AUM
$38.5M
Accounts
121
Discretionary
$38.5M
Accounts
121
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CTFLMANJNYOHPASC

HandshakeAffiliates

View all affiliates →

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

Feature requires an account