BOUCHEY FINANCIAL GROUP LTD

1819 Fifth Avenue
Troy, New York 12180-3302
Tel: 518-720-3333

About BOUCHEY FINANCIAL GROUP LTD

BOUCHEY FINANCIAL GROUP LTD, formally registered with the SEC as BOUCHEY FINANCIAL GROUP LTD. The firm was established in 05/24/1996. They have over 4 offices throughout the country.

BOUCHEY FINANCIAL GROUP LTD is a Troy, New York based Financial Planning firm with nearly $1,160,960,475 assets under management, offering retirement planning & investment advisory services to 2879 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111824
SEC#	801-51979
Assets Managed by Firm	$1,160,960,475
No. of Clients	2879
No. of Advisors	19

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	2879	$1,160,960,475
Individuals (other than high net worth individuals)	735	$286,062,997
High net worth individuals	336	$800,114,067
Pension and profit sharing plans	27	$68,099,681
Charitable organizations	Fewer than 5 clients	$6,683,730

More Retirement Planning firms in Troy, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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