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| PKS Advisory Services LLC
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|---|---|
| CRD # | 125648 |
| SEC # | 801-62147 |
| CIK # | 0001605401 |
| AUM | 1,093.3 M (2026-06-18) |
| Employees | 45 (80% Investors, 96% Brokers) |
| Fees | |
| Minimum | |
| 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 | 14.5 | ||
| Nvidia Corp | 5.2 | ||
| Amazon Com Inc | 4.3 | ||
| Alphabet Inc | 3.8 | ||
| Microsoft Corp | 3.3 | ||
| SPDR Gold Trust | 3.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,696 | 752.9 |
| (b) Individuals (high net worth individuals) | 178 | 326.2 |
| (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 | 18 | 14.2 |
| (n) Other | 0 | 0.0 |
| Total | 4,892 | 1,093.3 |
| By Discretionary | ||
| Discretionary | 4,514 | 1,042.8 |
| Non-Discretionary | 378 | 50.5 |
| Total | 4,892 | 1,093.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.0 | |
| United States Persons | 1,089.3 | |
| Total | 4,892 | 1,093.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001605401] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
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