Adirondack Financial Services Corp
Adirondack Financial Services Corp is an SEC-registered mass-market adviser in Utica, NY with $461.8M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Adirondack Financial Services Corp: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126155, SEC 801-64779, data through 2026-05-22.
- AUM (assets under management / regulatory AUM)
- $461.8M (2026-05-22)
- Firm type
- Mass-Market Adviser
- Location
- Utica, NY
- Employees
- 16
- Clients
- 648
- CRD
- 126155
- Ownership
- RUGARI, PATRICIA, MARIE; CLARK, HAROLD, THOMAS; STEWART, MICHAEL, CHARLES; SCHOEN, LAURIE, ANN; MIELNICKI, AMY, LOUISE
How much AUM does Adirondack Financial Services Corp have?
Adirondack Financial Services Corp reported $461.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-22).
Who owns Adirondack Financial Services Corp?
Disclosed owners and executives of Adirondack Financial Services Corp include RUGARI, PATRICIA, MARIE, CLARK, HAROLD, THOMAS, STEWART, MICHAEL, CHARLES, SCHOEN, LAURIE, ANN, MIELNICKI, AMY, LOUISE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.