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Bouchey Financial Group Ltd

● SEC registered since 1996CRD 111824SEC# 801-51979Troy, NY
Export (members)
Reg. AUM
$1.4B
Employees
18
Accounts
3,157
Location
Troy, NY

Bouchey Financial Group Ltd assets under management

Bouchey Financial Group Ltd is an SEC-registered investment adviser based in Troy, NY. The firm has been registered since 1996. It reports $1.4 billion in regulatory assets under management and employs 18 people.

Bouchey Financial Group Ltd owners & executives

6 reported
NameTitleOwnershipSince
David Warner Clarke ControlChief Compliance Officer, Director Of OperationsUnder 5%2021
John Samuel Millet ControlChief Operating Officer, Chief Financial Officer10-25%2022
Lauren Anne Bouchey ControlClient Relationship Manager10-25%2021
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Frequently asked questions

How much does Bouchey Financial Group Ltd manage?

Bouchey Financial Group Ltd reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Bouchey Financial Group Ltd have?

Bouchey Financial Group Ltd reports 18 employees.

Where is Bouchey Financial Group Ltd located?

Bouchey Financial Group Ltd is based in Troy, NY and has been SEC-registered since 1996.

Does Bouchey Financial Group Ltd disclose fund performance?

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

Contact & registration

Address1819 Fifth Avenue, Troy, NY 12180-3302
Phone518-720-3333
Fax518-874-5001
Office hours9:00 a.m. - 4:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1599054
Discloses disciplinary historyNo

Assets under management

Discretionary$1.37B
Non-discretionary$29.3M
Total (RAUM)$1.4B