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Adirondack Financial Services Corp
Utica, New York
2.4
8 Reviews
Adirondack Financial Services Corp is a reputable local investment advisory firm headquartered in Utica, NY. With over 350 individual clients and an impressive $352,171,000 in assets under management, they have established themselves as a trusted partner for financial planning and investment management. As registered representatives of a broker-dealer and experienced insurance brokers, they offer comprehensive financial services to meet the diverse needs of their clients.
While Adirondack Financial Services Corp manages a wide range of accounts, including 401K and individual portfolios, these represent less than 30% of their tota...see more
Assets Under Mgmt
$352.17M
Investment Professionals
10
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Disclosures
- SEC or CFTC violation of regulation or statutes
- SEC or CFTC imposed civil money penalty or cease and desist from an activity
Reviews for Adirondack Financial Services Corp
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