VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC

60 Railroad Pl
Ste 104
Saratoga Springs, New York 12866
Tel: 518-583-0891

About VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC

VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC, formally registered with the SEC as VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. The firm was established in 08/31/1998. They have over 2 offices throughout the country.

VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC is a Saratoga Springs, New York based Financial Planning firm with nearly $176,994,232 assets under management, offering retirement planning & investment advisory services to 321 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108183
SEC#	801-55829
Assets Managed by Firm	$176,994,232
No. of Clients	321
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	321	$176,994,232
Individuals (other than high net worth individuals)	115	$48,195,607
High net worth individuals	58	$128,798,625

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