THE AYCO COMPANY, L.P.

100 Coliseum Drive
Cohoes, New York 12047
Tel: 518-886-4000

About THE AYCO COMPANY, L.P.

THE AYCO COMPANY, LP, formally registered with the SEC as THE AYCO COMPANY, LP. The firm was established in 12/09/1994. They have over 25 offices throughout the country.

THE AYCO COMPANY, L.P. is a Cohoes, New York based Financial Planning firm with nearly $25,870,062,000 assets under management, offering retirement planning & investment advisory services to 46004 clients. The firm is staffed with 1792 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106693
SEC#	801-48238
Assets Managed by Firm	$25,870,062,000
No. of Clients	46004
No. of Advisors	1792

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	46004	$25,870,062,000
High net worth individuals	33900	$17,411,282,000
Pension and profit sharing plans	25	$23,287,000
Charitable organizations	46	$527,518,000
Other investment advisers	Fewer than 5 clients	$4,267,982,000
Corporations or other businesses	30	$86,063,000

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