PKS Advisory Services, LLC
Firm details
- Headquarters
- Albany, New York
- CRD number
- 125648
- Registered since
- June 20, 2003
- Website
- www.pksinvest.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals68.87%
- HNWI29.83%
- Corporations / Businesses1.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
PKS Advisory Services, LLC is an independent, privately held investment adviser organized as an LLC. The firm is SEC-registered (initially registered in 2003) and acts as a capital allocator for a mixed client base that includes individuals, families and institutional clients. Its revenue model combines percentage-of-AUM fees with fixed-fee arrangements. Core advisory capabilities listed on filings include financial planning, portfolio management for individuals, small businesses and institutional clients, pension consulting services and the selection of outside managers. PKS does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities8%
- Cash & Cash Equivalents8%
- US Government Bonds1%
Owners & executives
2 of 2
George Abboud
Chief Executive OfficerCRD 5757436
Louis Czerwinski
President and CEOCRD 4720221
Contacts
3 of 44
Brian Purcell
Investment Advisor RepresentativeCRD 5687443
Joseph Macaluso
Financial AdvisorCRD 5835613
Michael Dejulio
Registered RepresentativeCRD 5168978
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 266Active vs passive
$531M in ETFs
80%
$425M
17%
$106M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $56M | 74,832 | 10.56% |
Location
Albany, NY
Albany
Location
Albany, NY
Headquartered in Albany, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- Albany
- Address
- 80 State St
- Time zone
- ET (UTC-5)
- Office locations
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