| Name | Title | Ownership | Since |
|---|---|---|---|
| Bonnie Marie Boyce Control | Chief Financial Officer (03/2023), Vice President, Chief Compliance Officer | Under 5% | 2004 |
| Cameron Victoria Corsi Control | Chief Investment Officer And Director Of Strategic Planning | Under 5% | 2023 |
| Jeffrey Charles Vahanian Control | Owner, President, Managing Executive | Over 75% | 1992 |
Vahanian & Associates Financial Planning Inc reports $190.8 million in regulatory assets under management on its Form ADV.
Vahanian & Associates Financial Planning Inc reports 6 employees.
Vahanian & Associates Financial Planning Inc is based in Saratoga Springs, NY.
Vahanian & Associates Financial Planning Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 60 Railroad Pl, Ste 104, Saratoga Springs, NY 12866 |
| Office hours | 8a.m. - 4p.m. |
| Discloses disciplinary history | No |
| Discretionary | $190.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $190.8M |