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THE AYCO COMPANY, L.P.

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

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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 StatusApproved
Firm CRD#106693
SEC#801-48238
Assets Managed by Firm$25,870,062,000
No. of Clients46004
No. of Advisors1792

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 ClientsAUM
Firm Total46004$25,870,062,000
High net worth individuals33900$17,411,282,000
Pension and profit sharing plans25$23,287,000
Charitable organizations46$527,518,000
Other investment advisersFewer than 5 clients$4,267,982,000
Corporations or other businesses30$86,063,000

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GOLDMAN SACHS ASSET MANAGEMENT, L.P.
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MORGAN STANLEY
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BLACKROCK FINANCIAL MANAGEMENT, INC
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$1,288,497,806,43921846407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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New York, NY, 10036
$1,271,593,679,276291157834934

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