Overview
Assets Under Management: $377 million
Headquarters: UTICA, NY
High-Net-Worth Clients: 136
Average Client Assets: $2 million
Frequently Asked Questions
ADIRONDACK FINANCIAL SERVICES CORP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126155), ADIRONDACK FINANCIAL SERVICES CORP is subject to fiduciary duty under federal law.
ADIRONDACK FINANCIAL SERVICES CORP is headquartered in UTICA, NY.
ADIRONDACK FINANCIAL SERVICES CORP serves 136 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, ADIRONDACK FINANCIAL SERVICES CORP offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ADIRONDACK FINANCIAL SERVICES CORP manages $377 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, ADIRONDACK FINANCIAL SERVICES CORP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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