Albany Financial Planners Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Albany Financial Planners Inc
CRD #105389
SEC #801-21646
CIK #
AUM
Employees
Phone518-482-5777
Address3 Atrium Drive
Albany, NY 12205
Source [IAPD] [Website]
Total AUM ($MM)
3002401801206001999200620132021
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 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 244 68.2
By Discretionary
Discretionary 244 68.2
Non-Discretionary 0 0.0
Total 244 68.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 68.2
Total 244 68.2
Terms | Privacy | Guide
tony@aum13f.com