Assets Under Management
$905.4M
Number of Clients
4,416
Number of Advisors
45
Average Client AUM
$205K
AUM per Advisor
$20.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
PKS Advisory Services offers financial planning, consulting, and investment management services tailored to individual client needs. They allocate assets among mutual funds, independent investment managers, ETFs, and individual securities. The firm also provides non-discretionary investment management services.
80 State Street, Albany, NY, 12207