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ARISTA ADVISORY GROUP, LLC

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

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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 StatusApproved
Firm CRD#285722
SEC#801-108720
Assets Managed by Firm$174,618,947
No. of Clients575
No. of Advisors3

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 ClientsAUM
Firm Total575$174,618,947
Individuals (other than high net worth individuals)195$36,402,985
High net worth individuals41$95,268,319
Charitable organizations12$42,830,106
Corporations or other businesses2$117,537

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