Investment adviser · CRD 151451
ADVANCED GROUP FINANCIAL SERVICES, LLC
Investment adviser filing (IA)
UTICA, NY, United States · Form ADV filed Mar 26, 2021
- Regulatory AUM
- $27.7M Form ADV · Item 5.F
- Client accounts
- 148 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 85 | $23,039,900 | 83.3% |
| High-net-worth individuals | Fewer than 5 | $4,620,793 | 16.7% |
Filing source
Form ADV 1509364 · Mar 26, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2508 GENESEE STREETUTICA, NY, 13502, United States
CRD 151451
Filing source
Form ADV 1509364 · Mar 26, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.