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

Building 2RIDGEWAY CONGER ADVISORY SERVICES

Map pinNEW WOODSTOCK, NY
Phone315-662-7450
NotebookSEC #801-66272
Total AUM
$103.3M
Employees
22
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2123 MAIN STREET
NEW WOODSTOCK
NY 13122
United States
Operating Hours
8:00AM - 5:00PM EST
Monday - Friday
Phone
315-662-7450

ReceiptFinancials

Total AUM
$103.3M
Accounts
893
Discretionary
$96.1M
Accounts
831
Non-Discretionary
$7.2M
Accounts
62

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLILMDNCNJNYPATXVAWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account