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| Happy Holidays!! thanks for using AUM13F!! |
| PKS Advisory Services LLC
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|---|---|
| CRD # | 125648 |
| SEC # | 801-62147 |
| CIK # | 0001605401 |
| AUM | $905.4 M (2025-03-26) |
| Employees | 49 (76% Investors, 90% Brokers) |
| Phone | 518-426-5791 |
| Address | 80 State Street Albany, NY 12207 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.1 | ||
| Nvidia Corp | 4.5 | ||
| Amazon Com Inc | 4.2 | ||
| Microsoft Corp | 4.1 | ||
| Facebook Inc | 3.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,287 | 649.8 |
| (b) Individuals (high net worth individuals) | 129 | 249.1 |
| (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 | 6.5 |
| (n) Other | 0 | 0.0 |
| Total | 4,419 | 905.4 |
| By Discretionary | ||
| Discretionary | 4,183 | 871.8 |
| Non-Discretionary | 236 | 33.6 |
| Total | 4,419 | 905.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 904.9 | |
| Total | 4,419 | 905.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001605401] |
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|---|---|---|
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IL | 0.9 |
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Foresight Global Investors Inc
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NY | 0.9 |
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Faithward Advisors LLC
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Alpha Omega Wealth Management LLC
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Elk River Wealth Management LLC
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CO | 0.9 |
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Glass Jacobson Investment Advisors LLC
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MD | 0.9 |
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Burns J W & Co Inc
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NY | 0.9 |