Overview
Assets Under Management: $270 million
Headquarters: ALBANY, NY
High-Net-Worth Clients: 59
Average Client Assets: $3 million
Frequently Asked Questions
ALBANYADVISOR GROUP LLC 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 #316226), ALBANYADVISOR GROUP LLC is subject to fiduciary duty under federal law.
ALBANYADVISOR GROUP LLC is headquartered in ALBANY, NY.
ALBANYADVISOR GROUP LLC serves 59 high-net-worth clients according to their SEC filing dated August 15, 2025. View client details ↓
According to their SEC Form ADV, ALBANYADVISOR GROUP LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ALBANYADVISOR GROUP LLC manages $270 million in client assets according to their SEC filing dated August 15, 2025.
According to their SEC Form ADV, ALBANYADVISOR GROUP LLC 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.45
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 936
Discretionary Accounts: 34
Non-Discretionary Accounts: 902
Regulatory Filings
CRD Number: 316226
Filing ID: 2008788
Last Filing Date: 2025-08-15 12:24:00
Website: https://albanyadvisor.com