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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Adirondack Financial Services Corp
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|---|---|
| CRD # | 126155 |
| SEC # | 801-64779 |
| CIK # | |
| AUM | $411.9 M (2025-03-31) |
| Employees | 16 (56% Investors, 31% Brokers) |
| Phone | 315-724-4186 |
| Address | 185 Genesee Street Utica, NY 13501 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 459 | 74.5 |
| (b) Individuals (high net worth individuals) | 136 | 240.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 42.7 |
| (h) Charitable organizations | 31 | 39.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 4.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 10.4 |
| (n) Other | 0 | 0.0 |
| Total | 868 | 411.9 |
| By Discretionary | ||
| Discretionary | 860 | 367.6 |
| Non-Discretionary | 8 | 44.3 |
| Total | 868 | 411.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 411.9 | |
| Total | 868 | 411.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital A Wealth Management LLC
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|
PA | 0.4 |
|
Equita Financial Network Inc
✚
|
PA | 0.4 |
|
Macdougall Financial Counseling
✚
|
PA | 0.4 |
|
Castle Coast Wealth LLC
✚
|
CA | 0.4 |
|
Nova R Wealth Inc
✚
|
KS | 0.4 |
|
JGHendricks Financial Services LLC
✚
|
IL | 0.4 |
|
First City Capital Management Inc
✚
|
GA | 0.4 |
|
Joule Financial LLC
✚
|
KY | 0.4 |
|
Miller Financial Services LLC
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|
MI | 0.4 |
|
Adkins Seale Capital Management LLC
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|
LA | 0.4 |