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Building 2ADIRONDACK RETIREMENT SPECIALISTS

Map pinQUEENSBURY, NY
Phone518-761-6184
NotebookSEC #801-74527
Total AUM
$217.5M
Employees
6
Clients
499

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
310 BAY ROAD
QUEENSBURY
NY 12804
United States
Operating Hours
9:00A.M.-5:00P.M.
Monday - Friday
Phone
518-761-6184

ReceiptFinancials

Total AUM
$217.5M
Accounts
995
Discretionary
$213.5M
Accounts
985
Non-Discretionary
$4M
Accounts
10

ContactClients

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Individual Clients
454
AUM
$138.6M
HNW Individual Clients
45
AUM
$78.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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