ALBANYADVISOR GROUP LLC

20 Corporate Woods Blvd..
Suite 400
Albany, New York 12211-2396
Tel: (518) 689-3577

About ALBANYADVISOR GROUP LLC

ALBANYADVISOR GROUP LLC, formally registered with the SEC as ALBANYADVISOR GROUP LLC. The firm was established in 10/15/2021. They have over 3 offices throughout the country.

ALBANYADVISOR GROUP LLC is a Albany, New York based Financial Planning firm with nearly $270,450,487 assets under management, offering retirement planning & investment advisory services to 936 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316226
SEC#	801-122496
Assets Managed by Firm	$270,450,487
No. of Clients	936
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	936	$270,450,487
Individuals (other than high net worth individuals)	363	$115,088,166
High net worth individuals	59	$155,362,321

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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