ADIRONDACK RETIREMENT SPECIALISTS, INC.
ADIRONDACK RETIREMENT SPECIALISTS, INC. of QUEENSBURY, NY is an SEC-registered investment adviser (CRD 132345). Regulatory assets under management: $217.5M.
Registration
- CRD: 132345
- SEC file number: 801-74527
- Type: Registered investment adviser
- Location: 351 BAY ROAD, QUEENSBURY, NY, 12804
- Phone: 518-761-6184
- Latest filing: 2023-10-25
- Regulatory AUM: $217.5M
- Discretionary AUM: $213.5M
- Non-discretionary AUM: $4.0M
- Clients: 6
- Accounts: 995
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Mark C Michael | SHAREHOLDER; VICE PRESIDENT | Reston, VA |
| BERGER SEAN LEWIS | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
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