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| Happy Holidays!! thanks for using AUM13F!! |
| Albanyadvisor Group LLC
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| CRD # | 316226 |
| SEC # | 801-122496 |
| CIK # | |
| AUM | $270.5 M (2025-02-06) |
| Employees | 7 (100% Investors, 86% Brokers) |
| Phone | 518-689-3577 |
| Address | 20 Corporate Woods Blvd Albany, NY 12211-2396 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 363 | 115.1 |
| (b) Individuals (high net worth individuals) | 59 | 155.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 3 | 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 | 936 | 270.5 |
| By Discretionary | ||
| Discretionary | 34 | 25.3 |
| Non-Discretionary | 902 | 245.1 |
| Total | 936 | 270.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.5 | |
| Total | 936 | 270.5 |
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