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ALBANYADVISOR GROUP LLC

ALBANY, NY · CRD 316226 · IAPD ↗ · (518) 689-3577

$302.8MRegulatory AUM
6Advisory reps
6Employees
5Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — ALBANYADVISOR GROUP LLC reported RAUM up 27% ($212.3M -> $270.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.