BOUCHEY FINANCIAL GROUP LTD

RIASEC RegisteredEst. 1996

Total AUM

$1.6B

Discretionary

$1.6B

98% of AUM

Avg account

$478K

Accounts

3,359

Employees

Advisory reps

Firm details

Headquarters: TROY, New York
CRD number: 111824
Registered since: May 24, 1996
Website: bouchey.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI77.62%
Individuals17.49%
Pension & Profit Sharing Plans3.11%
Corporations / Businesses1.49%
Charitable Organizations0.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bouchey Financial Group Ltd is an independent registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm shows a clear preference for equities, using exchange-traded instruments as the backbone of client portfolios while also offering financial planning, portfolio management for individuals and businesses, pension consulting and the selection of third‑party advisers. Its public profile includes placement on the Financial Times Top 300 RIA Firms list in 2020. Investment activity is centered on liquid, exchange-traded exposure with active portfolio management across discretionary relationships. The firm emphasizes use of ETFs and exchange‑traded equities for core beta and targeted exposures; at the same time Bouchey Financial Group Ltd allocates to third‑party alternative managers and mutual funds to broaden diversification and add non‑correlated return streams where appropriate.