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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