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Albanyadvisor Group LLC

● SEC registered since 2021CRD 316226SEC# 801-122496Albany, NY
Export (members)
Reg. AUM
$270.5M
Employees
6
Accounts
936
Location
Albany, NY

Albanyadvisor Group LLC assets under management

Albanyadvisor Group LLC operates as an SEC-registered investment adviser based in Albany, NY. The firm has been registered since 2021. It reports $270.5 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/albanyadvisor-groupView on SEC.gov ↗

Albanyadvisor Group LLC owners & executives

4 reported
NameTitleOwnershipSince
Lori Gluck Murphy ControlFounding Partner25-50%2021
Marc Allen Agel ControlFounding Partner25-50%2021
Michael Joseph Carrillo ControlChief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Albanyadvisor Group LLC manage?

Albanyadvisor Group LLC reports $270.5 million in regulatory assets under management on its Form ADV.

How many employees does Albanyadvisor Group LLC have?

Albanyadvisor Group LLC reports 6 employees.

Where is Albanyadvisor Group LLC located?

Albanyadvisor Group LLC is based in Albany, NY and has been SEC-registered since 2021.

Does Albanyadvisor Group LLC disclose fund performance?

Albanyadvisor Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address20 Corporate Woods Blvd.., Suite 400, Albany, NY 12211-2396
Phone(518) 689-3577
Office hours8:30a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$25.3M
Non-discretionary$245.1M
Total (RAUM)$270.5M