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| Keyboard |
| Adirondack Financial Services Corp
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|
|---|---|
| CRD # | 126155 |
| SEC # | 801-64779 |
| CIK # | |
| AUM | 461.8 M (2026-05-22) |
| Employees | 16 (56% Investors, 31% Brokers) |
| Fees | |
| Minimum | |
| 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 | 81.5 |
| (b) Individuals (high net worth individuals) | 137 | 272.4 |
| (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 | 44.6 |
| (h) Charitable organizations | 29 | 44.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 5.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 13.4 |
| (n) Other | 0 | 0.0 |
| Total | 851 | 461.8 |
| By Discretionary | ||
| Discretionary | 845 | 417.0 |
| Non-Discretionary | 6 | 44.8 |
| Total | 851 | 461.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 461.8 | |
| Total | 851 | 461.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Monarch Wealth Strategies
✚
|
CA | 463.5 M |
|
Miller Financial Services LLC
✚
|
MI | 462.9 M |
|
Plum Street Advisors LLC
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|
462.8 M | |
|
Tidemark LLC
✚
|
CA | 462.5 M |
|
Gainplan LLC
✚
|
MI | 461.6 M |
|
True North Retirement Advisors LLC
✚
|
OR | 460.9 M |
|
Websterrogers Financial Advisors LLC
✚
|
SC | 460.5 M |
|
Beta Wealth Group Inc
✚
|
CA | 460.3 M |
|
Roth Financial Partners LLC
✚
|
TX | 460.1 M |
|
Vermillion Wealth Management Inc
✚
|
MN | 459.9 M |