Overview
Assets Under Management: $270 million
Headquarters: ALBANY, NY
High-Net-Worth Clients: 59
Average Client Assets: $3 million
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