Overview
Assets Under Management: $217 million
Headquarters: QUEENSBURY, NY
High-Net-Worth Clients: 45
Average Client Assets: $1.8 million
Frequently Asked Questions
ADIRONDACK RETIREMENT SPECIALISTS 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 #132345), ADIRONDACK RETIREMENT SPECIALISTS is subject to fiduciary duty under federal law.
ADIRONDACK RETIREMENT SPECIALISTS is headquartered in QUEENSBURY, NY.
ADIRONDACK RETIREMENT SPECIALISTS serves 45 high-net-worth clients according to their SEC filing dated October 25, 2023. View client details ↓
According to their SEC Form ADV, ADIRONDACK RETIREMENT SPECIALISTS offers financial planning and portfolio management for individuals. View all service details ↓
ADIRONDACK RETIREMENT SPECIALISTS manages $217 million in client assets according to their SEC filing dated October 25, 2023.
According to their SEC Form ADV, ADIRONDACK RETIREMENT SPECIALISTS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.27%
Average Client Assets: $1.8 million
Total Client Accounts: 995
Discretionary Accounts: 985
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 132345
Filing ID: 1794491
Last Filing Date: 2023-10-25 11:41:00