Pks Advisory Services, LLC
● SEC registered since 2003CRD 125648SEC# 801-62147Albany, NY
Reg. AUM
$1.09B
Employees
45
Accounts
4,892
Location
Albany, NY
Pks Advisory Services, LLC assets under management
Pks Advisory Services, LLC is an SEC-registered investment adviser based in Albany, NY. The firm has been registered since 2003. It reports $1.1 billion in regulatory assets under management and employs 45 people.
Pks Advisory Services, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Pamela Sue Young Control | President And Chief Compliance Officer | Under 5% | 2021 |
| Pks Holdings, LLC Control | Sole Member | Over 75% | 2001 |
| Binah Capital Corp. Control | Owner | Over 75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Pks Advisory Services, LLC manage?
Pks Advisory Services, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Pks Advisory Services, LLC have?
Pks Advisory Services, LLC reports 45 employees.
Where is Pks Advisory Services, LLC located?
Pks Advisory Services, LLC is based in Albany, NY and has been SEC-registered since 2003.
Does Pks Advisory Services, LLC disclose fund performance?
Pks Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 80 State Street, Albany, NY 12207 |
| Phone | (518) 426-5791 |
| Fax | (518) 935-9601 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1605401 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.09B▲ 57%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$1.09Bregulatory AUM
Discretionary $1.04BNon-discretionary $50.5M