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 a private wealth and advisory firm that has been SEC-registered since 2003 and operates as a limited liability company. The firm serves both individual/family and institutional clients and acts as a capital allocator, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its advisory toolkit includes pension consulting and the selection of third‑party advisers. Fee arrangements combine percentage-of-AUM billing with fixed fees. PKS is not 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
John Ramirez
Financial AdvisorCRD 4080261
Adam Smith
Investment AdviserCRD 5629183
Daniel Mcwilliams
Registered RepresentativeCRD 2244661
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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