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| PKS Advisory Services LLC
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| |
|---|---|
| CRD # | 125648 |
| SEC # | 801-62147 |
| CIK # | 0001605401 |
| AUM | $697.7 MM (2024-07-02) |
| Employees | 50 (74% Investors, 98% Brokers) |
| Phone | 518-426-5791 |
| Address | 80 State Street Albany, NY 12207 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,269 | 444.8 |
| (b) Individuals (high net worth individuals) | 176 | 242.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 10.3 |
| (n) Other | 0 | 0.0 |
| Total | 4,457 | 697.7 |
| By Discretionary | ||
| Discretionary | 4,243 | 666.2 |
| Non-Discretionary | 214 | 31.5 |
| Total | 4,457 | 697.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.6 | |
| United States Persons | 694.2 | |
| Total | 4,457 | 697.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cranbrook Wealth Management LLC
✚
|
MI | 0.7 |
|
Affinity Wealth Management LLC
✚
|
DE | 0.7 |
|
BRIO Consultants LLC
✚
|
CA | 0.7 |
|
Private Wealth Management Inc
✚
|
TN | 0.7 |
|
Aegis Wealth Management LLC
✚
|
MD | 0.7 |
|
Goodman Financial Corporation
✚
|
TX | 0.7 |
|
Old Port Advisors Inc
✚
|
ME | 0.7 |
|
Beverly Hills Private Wealth LLC
✚
|
CA | 0.7 |
|
Apeiron RIA LLC
✚
|
TX | 0.7 |
|
Carson Advisory Inc
✚
|
GA | 0.7 |