Adirondack Retirement Specialists Inc
- Assets, Funds, Holdings
| Adirondack Retirement Specialists Inc
|
| CRD # | 132345 |
| SEC # | 801-74527 |
| CIK # | 0001841016 |
| AUM |
|
| Employees |
6 (17% Investors, 33% Brokers)
|
| Phone | 518-761-6184 |
| Address | 310 Bay Road
Queensbury, NY 12804 |
| Source |
[IAPD]
[EDGAR]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
454
|
138.6 |
| (b) Individuals (high net worth individuals) |
45
|
78.9 |
| (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 |
0 |
0.0 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
0 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
995 |
217.5 |
| By Discretionary |
| Discretionary |
985 |
213.5 |
| Non-Discretionary |
10 |
4.0 |
| Total |
995 |
217.5 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
217.5 |
| Total |
995 |
217.5 |
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