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ADIRONDACK FINANCIAL SERVICES CORP
CRD 126155 · SEC 801-64779
185 GENESEE STREET, SUITE 210, UTICA, NY, 13501, United States
Phone
315-724-4186
Fax
(315) 792-9661
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$461.8M
Discretionary AUM
$417.0M
Team
16 total employees; 9 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 459 | $81.5M |
| High net worth individuals | 137 | $272.4M |
| Pension/profit sharing plans | 4 | $44.6M |
| Charitable organizations | 29 | $44.6M |
| Insurance companies | 1 | $5.2M |
| Corporations/business entities | 19 | $13.4M |
States served
VT, CA, CO, DE, DC, GA, IL, KS, ME, MD, MA, MI, MS, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WI, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD