Albanyadvisor Group LLC
Albanyadvisor Group LLC is an SEC-registered mass-market adviser in Albany, NY with $302.8M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Albanyadvisor Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316226, SEC 801-122496, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $302.8M (2026-02-09)
- Firm type
- Mass-Market Adviser
- Location
- Albany, NY
- Employees
- 6
- Clients
- 412
- CRD
- 316226
- Ownership
- MURPHY, LORI, GLUCK; AGEL, MARC, ALLEN; CARRILLO, MICHAEL, JOSEPH; HART, SUSAN, BETHANY
How much AUM does Albanyadvisor Group LLC have?
Albanyadvisor Group LLC reported $302.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Albanyadvisor Group LLC?
Disclosed owners and executives of Albanyadvisor Group LLC include MURPHY, LORI, GLUCK, AGEL, MARC, ALLEN, CARRILLO, MICHAEL, JOSEPH, HART, SUSAN, BETHANY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.