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Building 2ADVANCED GROUP FINANCIAL SERVICES, LLC

Map pinUTICA, NY
Phone315-733-1010
NotebookSEC #801-70833
Total AUM
$24.8M
Employees
6
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
$24.8M
Accounts
218
Discretionary
$24.8M
Accounts
218
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

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

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