ALBANYADVISOR GROUP LLC

RIASEC RegisteredEst. 2021

Total AUM

$303M

Discretionary

$29.3M

10% of AUM

Avg account

$327K

Accounts

925

Employees

Advisory reps

Firm details

Headquarters: ALBANY, New York
CRD number: 316226
Registered since: October 15, 2021
Website: albanyadvisor.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI62.54%
Individuals37.46%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Albanyadvisor Group LLC is an independently owned registered investment adviser formed as an LLC and SEC-registered in 2021. The firm serves both individual and family clients as well as institutional accounts and functions as a capital allocator, bringing third-party managers into client portfolios when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Compensation is charged as a percentage of assets under management and via fixed fees. The firm does not identify as an active ESG investor and reports industry relationships with an accountant and an insurance company.