Overview
Assets Under Management: $285 million
Headquarters: SYRACUSE, NY
High-Net-Worth Clients: 155
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 155
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.97
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 978
Discretionary Accounts: 978
Regulatory Filings
CRD Number: 133305
Last Filing Date: 2024-03-26 00:00:00
Website: https://adirondackadvisors.com