Investment adviser · CRD 108183
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC
Investment adviser filing (IA)
SARATOGA SPRINGS, NY, United States · Form ADV filed Mar 26, 2025
- Regulatory AUM
- $191M Form ADV · Item 5.F
- Client accounts
- 349 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| High-net-worth individuals | 67 | $142,617,267 | 74.7% |
| Individuals | 120 | $48,196,873 | 25.3% |
Filing source
Form ADV 1943696 · Mar 26, 2025 · 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, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
60 RAILROAD PL, STE 104SARATOGA SPRINGS, NY, 12866, United States
CRD 108183
Filing source
Form ADV 1943696 · Mar 26, 2025 · 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.