ARISTA ADVISORY GROUP, LLC

255 Washington Avenue
Extension Suite 204
Albany, New York 12205
Tel: 518-464-0319

About ARISTA ADVISORY GROUP, LLC

ARISTA ADVISORY GROUP, LLC, formally registered with the SEC as ARISTA ADVISORY GROUP, LLC. The firm was established in 11/30/2016. They have over 2 offices throughout the country.

ARISTA ADVISORY GROUP, LLC is a Albany, New York based Financial Planning firm with nearly $174,618,947 assets under management, offering retirement planning & investment advisory services to 575 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285722
SEC#	801-108720
Assets Managed by Firm	$174,618,947
No. of Clients	575
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	575	$174,618,947
Individuals (other than high net worth individuals)	195	$36,402,985
High net worth individuals	41	$95,268,319
Charitable organizations	12	$42,830,106
Corporations or other businesses	2	$117,537

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