Bouchey Financial Group Ltd
● SEC registered since 1996CRD 111824SEC# 801-51979Troy, NY
Reg. AUM
$1.61B
Employees
21
Accounts
3,359
Location
Troy, NY
Bouchey Financial Group Ltd assets under management
Bouchey Financial Group Ltd is an SEC-registered investment adviser based in Troy, NY. The firm has been registered since 1996. It reports $1.6 billion in regulatory assets under management and employs 21 people.
Bouchey Financial Group Ltd owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Warner Clarke Control | Chief Compliance Officer, Director Of Operations | Under 5% | 2021 |
| John Samuel Millet Control | Chief Operating Officer, Chief Financial Officer | 10-25% | 2022 |
| Lauren Anne Bouchey Control | Client Relationship Manager | 10-25% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Bouchey Financial Group Ltd manage?
Bouchey Financial Group Ltd reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Bouchey Financial Group Ltd have?
Bouchey Financial Group Ltd reports 21 employees.
Where is Bouchey Financial Group Ltd located?
Bouchey Financial Group Ltd is based in Troy, NY and has been SEC-registered since 1996.
Does Bouchey Financial Group Ltd disclose fund performance?
Bouchey Financial Group Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1819 Fifth Avenue, Troy, NY 12180-3302 |
| Phone | 518-720-3333 |
| Fax | 518-874-5001 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1599054 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.61B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.61Bregulatory AUM
Discretionary $1.57BNon-discretionary $32.7M