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Pks Advisory Services, LLC

● SEC registered since 2003CRD 125648SEC# 801-62147Albany, NY
Export (members)
Reg. AUM
$905.4M
Employees
49
Accounts
4,419
Location
Albany, NY

Pks Advisory Services, LLC assets under management

Pks Advisory Services, LLC is an SEC-registered investment adviser based in Albany, NY. The firm has been registered since 2003. It reports $905.4 million in regulatory assets under management and employs 49 people.

Pks Advisory Services, LLC owners & executives

4 reported
NameTitleOwnershipSince
Pamela Sue Young ControlPresident And Chief Compliance OfficerUnder 5%2021
Pks Holdings, LLC ControlSole MemberOver 75%2001
Binah Capital Group, Inc. ControlOwnerOver 75%2024
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Frequently asked questions

How much does Pks Advisory Services, LLC manage?

Pks Advisory Services, LLC reports $905.4 million in regulatory assets under management on its Form ADV.

How many employees does Pks Advisory Services, LLC have?

Pks Advisory Services, LLC reports 49 employees.

Where is Pks Advisory Services, LLC located?

Pks Advisory Services, LLC is based in Albany, NY and has been SEC-registered since 2003.

Does Pks Advisory Services, LLC disclose fund performance?

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

Contact & registration

Address80 State Street, Albany, NY 12207
Phone(518) 426-5791
Fax(518) 935-9601
Office hours9:00a.m.-5:00p.m.
SEC regionNew York Regional Office (NYRO)
CIK1605401
Discloses disciplinary historyNo

Assets under management

Discretionary$871.8M
Non-discretionary$33.6M
Total (RAUM)$905.4M