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PKS ADVISORY SERVICES, LLC
80 State Street
Albany, New York 12207
Tel: (518) 426-5791
About PKS ADVISORY SERVICES, LLC
PKS ADVISORY SERVICES, LLC, formally registered with the SEC as PKS ADVISORY SERVICES, LLC. The firm was established in 06/20/2003. They have over 18 offices throughout the country.
PKS ADVISORY SERVICES, LLC is a Albany, New York based Financial Planning firm with nearly $697,742,374 assets under management, offering retirement planning & investment advisory services to 4457 clients. The firm is staffed with 50 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125648 |
| SEC# | 801-62147 |
| Assets Managed by Firm | $697,742,374 |
| No. of Clients | 4457 |
| No. of Advisors | 50 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4457 | $697,742,374 |
| Individuals (other than high net worth individuals) | 4269 | $444,819,760 |
| High net worth individuals | 176 | $242,583,169 |
| Corporations or other businesses | 12 | $10,339,445 |
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