ADVANCED GROUP FINANCIAL SERVICES, LLC
ADVANCED GROUP FINANCIAL SERVICES, LLC of UTICA, NY is an SEC-registered investment adviser (CRD 151451). Regulatory assets under management: $27.7M.
Registration
- CRD: 151451
- SEC file number: 801-109956
- Type: Registered investment adviser
- Location: 2508 GENESEE STREET, UTICA, NY, 13502
- Phone: 315-733-1010
- Latest filing: 2021-03-26
- Regulatory AUM: $27.7M
- Discretionary AUM: $27.7M
- Clients: 2
- Accounts: 148
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| CARPENTER RICHARD KEVIN | MEMBER | — |
| WATKINS ROBERT KENNETH | CHIEF COMPLIANCE OFFICER MEMBER; CHIEF COMPLIANCE OFFICER / MEMBER | — |
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