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| Albanyadvisor Group LLC
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|
|---|---|
| CRD # | 316226 |
| SEC # | 801-122496 |
| CIK # | |
| AUM | $172.7 MM (2023-02-27) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 518-689-3577 |
| Address | 20 Corporate Woods Blvd Albany, NY 12211-2396 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 67.5 |
| (b) Individuals (high net worth individuals) | 49 | 105.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 563 | 172.7 |
| By Discretionary | ||
| Discretionary | 22 | 9.3 |
| Non-Discretionary | 541 | 163.4 |
| Total | 563 | 172.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.7 | |
| Total | 563 | 172.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sorrento Pacific Financial LLC
✚
|
CA | 0.2 |
|
Proathlete Wealth Management LLC
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|
FL | 0.2 |
|
Chronos Wealth Management LLC
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|
FL | 0.2 |
|
Melone Private Wealth LLC
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|
MI | 0.2 |
|
The Wealth Coach LLC
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TX | 0.2 |
|
AXIS Wealth Partners LLC
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RI | 0.2 |
|
All Season Financial Advisors Inc
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|
CO | 0.2 |
|
Prairie Rivers Investments LLC
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|
IL | 0.2 |
|
Woodmont Advisory Group Inc
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|
MS | 0.2 |
|
Highland Investment Advisors LLC
✚
|
FL | 0.2 |