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Building 2ADVANCED GROUP FINANCIAL SERVICES

Map pinUTICA, NY
Phone315-733-1010
NotebookSEC #801-67814
Total AUM
$26.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2508 GENESEE STREET
UTICA
NY 13502
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
315-733-1010

ReceiptFinancials

Total AUM
$26.3M
Accounts
86
Discretionary
$26.3M
Accounts
86
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

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

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