Overview
Assets Under Management: $905 million
Headquarters: ALBANY, NY
High-Net-Worth Clients: 129
Average Client Assets: $2 million
Frequently Asked Questions
PKS ADVISORY SERVICES, 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 #125648), PKS ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
PKS ADVISORY SERVICES, LLC is headquartered in ALBANY, NY.
PKS ADVISORY SERVICES, LLC serves 129 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, PKS ADVISORY SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PKS ADVISORY SERVICES, LLC manages $905 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, PKS ADVISORY SERVICES, LLC 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: 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