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PKS ADVISORY SERVICES, LLC
CRD 125648 · SEC 801-62147
80 STATE STREET, ALBANY, NY, 12207, United States
Phone
(518) 426-5791
Fax
(518) 935-9601
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.09B
Discretionary AUM
$1.04B
Team
45 total employees; 36 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4696 | $752.9M |
| High net worth individuals | 178 | $326.2M |
| Corporations/business entities | 18 | $14.2M |
States served
VT, AL, AZ, AR, CA, CO, DE, DC, GA, IL, IN, LA, MD, MA, MI, MN, MS, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WA, TX, NH, CT, FL, SD
All web addresses on file
- https://www.woehlerfinancialgroup.com
- https://www.roymatlockjr.com
- HTTP://THEMACALUSOGROUP.COM
- https://www.allegiantwm.com
- HTTP://WPMINVEST.COM
- https://capitalsaratogawealth.com
- https://www.premierwealthadvisorygroup.com
- https://www.facebook.com/wpminvest
- https://x.com/john16ramirez?s=21&t=cJUwLK6XauuxBHBFHXyKEg
- https://www.instagram.com/wpminvest?igsh=OHJiaXk0ZXNkcnR3&utm_source=qr
- https://facebook.com/LouisJCzerwinski
- https://x.com/louisczerwinski?s=11
- https://www.linkedin.com/in/louczerwinski/
- https://www.linkedin.com/in/john-a-ramirez-70897620/
- http://www.financialbenefitsgroupinc.com
Official SEC filing: View on IAPD