Overview
Assets Under Management: $905 million
Headquarters: ALBANY, NY
High-Net-Worth Clients: 129
Average Client Assets: $2 million
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: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.51
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,419
Discretionary Accounts: 4,183
Non-Discretionary Accounts: 236
Regulatory Filings
CRD Number: 125648
Filing ID: 1949552
Last Filing Date: 2025-03-26 17:21:00
Website: https://pksinvest.com