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ADIRONDACK CAPITAL ADVISORS, LLC

528 Plum Street
Suite 200
Syracuse, New York 13204
Tel: 315-434-5597

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About ADIRONDACK CAPITAL ADVISORS, LLC

ADIRONDACK CAPITAL ADVISORS, LLC, formally registered with the SEC as ADIRONDACK CAPITAL ADVISORS, LLC. The firm was established in 04/29/2019. They have over 1 offices throughout the country.

ADIRONDACK CAPITAL ADVISORS, LLC is a Syracuse, New York based Financial Planning firm with nearly $285,310,100 assets under management, offering retirement planning & investment advisory services to 978 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#133305
SEC#801-115148
Assets Managed by Firm$285,310,100
No. of Clients978
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (THIRD PARTY ADVISER 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
  • Other (ADVISORY CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total978$285,310,100
Individuals (other than high net worth individuals)276$87,412,900
High net worth individuals93$155,830,700
Pension and profit sharing plans25$39,544,200
Charitable organizationsFewer than 5 clients$1,630,400
Corporations or other businessesFewer than 5 clients$891,900

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