ADIRONDACK FINANCIAL SERVICES CORP

185 Genesee Street
Suite 210
Utica, New York 13501
Tel: 315-724-4186

About ADIRONDACK FINANCIAL SERVICES CORP

ADIRONDACK FINANCIAL SERVICES CORP, formally registered with the SEC as ADIRONDACK FINANCIAL SERVICES CORP. The firm was established in 10/03/2005. They have over 1 offices throughout the country.

ADIRONDACK FINANCIAL SERVICES CORP is a Utica, New York based Financial Planning firm with nearly $376,744,723 assets under management, offering retirement planning & investment advisory services to 853 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126155
SEC#	801-64779
Assets Managed by Firm	$376,744,723
No. of Clients	853
No. of Advisors	17

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	853	$376,744,723
Individuals (other than high net worth individuals)	410	$53,978,711
High net worth individuals	139	$231,668,306
Pension and profit sharing plans	7	$40,159,190
Charitable organizations	28	$36,432,393
Corporations or other businesses	13	$8,156,090

More Retirement Planning firms in Utica, 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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