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ALBANYADVISOR GROUP LLC
CRD 316226 · SEC 801-122496
20 CORPORATE WOODS BLVD.., SUITE 400, ALBANY, NY, 12211-2396, United States
Phone
(518) 689-3577
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$302.8M
Discretionary AUM
$29.3M
Team
6 total employees; 6 advisory reps; 5 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 339 | $113.4M |
| High net worth individuals | 70 | $189.4M |
| State/municipal entities | 3 | $0 |
States served
CA, MA, NJ, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD