Overview
Assets Under Management: $1.4 billion
Headquarters: TROY, NY
High-Net-Worth Clients: 408
Average Client Assets: $3 million
Frequently Asked Questions
BOUCHEY FINANCIAL GROUP LTD 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 #111824), BOUCHEY FINANCIAL GROUP LTD is subject to fiduciary duty under federal law.
BOUCHEY FINANCIAL GROUP LTD is headquartered in TROY, NY.
BOUCHEY FINANCIAL GROUP LTD serves 408 high-net-worth clients according to their SEC filing dated July 30, 2025. View client details ↓
According to their SEC Form ADV, BOUCHEY FINANCIAL GROUP LTD offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BOUCHEY FINANCIAL GROUP LTD manages $1.4 billion in client assets according to their SEC filing dated July 30, 2025.
According to their SEC Form ADV, BOUCHEY FINANCIAL GROUP LTD serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 408
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.77
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,157
Discretionary Accounts: 3,099
Non-Discretionary Accounts: 58
Regulatory Filings
CRD Number: 111824
Filing ID: 2001799
Last Filing Date: 2025-07-30 14:49:00
Website: https://bouchey.com