Overview
Assets Under Management: $377 million
Headquarters: UTICA, NY
High-Net-Worth Clients: 136
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 136
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.27
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 853
Discretionary Accounts: 843
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 126155
Last Filing Date: 2024-03-28 00:00:00
Website: https://adkfs.com