Investment adviser · CRD 105389

ALBANY FINANCIAL PLANNERS INC

Investment adviser filing (IA)

ALBANY, NY, United States · Form ADV filed Nov 5, 2013

Regulatory AUM
$275M
Form ADV · Item 5.F
Client accounts
600
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Nov 5, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

3 ATRIUM DRIVE, SUITE 265
ALBANY, NY, 12205, United States

CRD 105389

Filing source

Form ADV 764029 · Nov 5, 2013 · 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.