Albanyadvisor Group LLC
● SEC registered since 2021CRD 316226SEC# 801-122496Albany, NY
Reg. AUM
$302.8M
Employees
6
Accounts
925
Location
Albany, NY
Albanyadvisor Group LLC assets under management
Albanyadvisor Group LLC operates as an SEC-registered investment adviser based in Albany, NY. The firm has been registered since 2021. It reports $302.8 million in regulatory assets under management and employs 6 people.
Albanyadvisor Group LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lori Gluck Murphy Control | Founding Partner | 25-50% | 2021 |
| Marc Allen Agel Control | Founding Partner | 25-50% | 2021 |
| Michael Joseph Carrillo Control | Chief Compliance Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Albanyadvisor Group LLC manage?
Albanyadvisor Group LLC reports $302.8 million in regulatory assets under management on its Form ADV.
How many employees does Albanyadvisor Group LLC have?
Albanyadvisor Group LLC reports 6 employees.
Where is Albanyadvisor Group LLC located?
Albanyadvisor Group LLC is based in Albany, NY and has been SEC-registered since 2021.
Does Albanyadvisor Group LLC disclose fund performance?
Albanyadvisor Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20 Corporate Woods Blvd.., Suite 400, Albany, NY 12211-2396 |
| Phone | (518) 689-3577 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$302.8M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$302.8Mregulatory AUM
Discretionary $29.3MNon-discretionary $273.5M