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BOUCHEY FINANCIAL GROUP LTD
CRD 111824 · SEC 801-51979
1819 FIFTH AVENUE, TROY, NY, 12180-3302, United States
Phone
518-720-3333
Fax
518-874-5001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.61B
Discretionary AUM
$1.57B
Team
21 total employees; 11 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 707 | $281.0M |
| High net worth individuals | 483 | $1.25B |
| Pension/profit sharing plans | 19 | $49.9M |
| Corporations/business entities | 16 | $24.0M |
States served
VT, CA, MA, MI, NJ, NY, NC, PA, SC, TN, VA, TX, NH, CT, FL
All web addresses on file
- HTTP://WWW.BOUCHEYFINANCIAL.COM
- HTTPS://TWITTER.COM/BOUCHEYGROUP
- HTTPS://WWW.FACEBOOK.COM/BOUCHEYFINANCIALGROUP/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BOUCHEY-FINANCIAL-GROUP/
- HTTP://WWW.BOUCHEY.COM
- https://www.youtube.com/@boucheyfinancialgroupltd.5683
- https://wealthtender.com/advisory-firms/bouchey-financial-group/
Official SEC filing: View on IAPD