|
⚲
|
| Keyboard |
| Bouchey Financial Group Ltd
✚
|
|
|---|---|
| CRD # | 111824 |
| SEC # | 801-51979 |
| CIK # | 0001599054 |
| AUM | 1,606.5 M (2026-03-27) |
| Employees | 21 (52% Investors, 0% Brokers) |
| Phone | 518-720-3333 |
| Address | 1819 Fifth Avenue Troy, NY 12180-3302 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 68.0 | ||
| Amazon Com Inc | 27.2 | ||
| Vaneck Bitcoin Trust | 19.5 | ||
| Microsoft Corp | 5.3 | ||
| Nvidia Corp | 5.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 707 | 281.0 |
| (b) Individuals (high net worth individuals) | 483 | 1,246.9 |
| (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 | 19 | 49.9 |
| (h) Charitable organizations | 0 | 4.7 |
| (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 | 16 | 24.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,359 | 1,606.5 |
| By Discretionary | ||
| Discretionary | 3,297 | 1,573.8 |
| Non-Discretionary | 62 | 32.7 |
| Total | 3,359 | 1,606.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 1,605.4 | |
| Total | 3,359 | 1,606.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001599054] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Islandbridge Capital Limited
✚
|
1,617.4 M | |
|
Global Strategic Investment Solutions LLC
✚
|
AZ | 1,609.5 M |
|
NBT Capital Management Inc
✚
|
NY | 1,608.5 M |
|
Tanager Wealth Management LLP
✚
|
1,604.4 M | |
|
Linden Global Strategies LLC
✚
|
NY | 1,602.9 M |
|
New Advisory Services LLC
✚
|
WI | 1,602.0 M |
|
Naviter Wealth LLC
✚
|
AR | 1,601.9 M |
|
FountainCap Research & Investment Hong Kong Co Limited
✚
|
1,601.8 M | |
|
Alta Capital Management LLC
✚
|
UT | 1,598.6 M |
|
Tribridge Partners Financial LLC
✚
|
MD | 1,598.1 M |