Vahanian & Associates Financial Planning Inc
CRD 108183SEC# 801-55829Saratoga Springs, NY
No longer SEC-registered. Vahanian & Associates Financial Planning Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$190.8M
Employees
6
Accounts
349
Location
Saratoga Springs, NY
Vahanian & Associates Financial Planning Inc assets under management
Vahanian & Associates Financial Planning Inc is a registered investment adviser overseen by the SEC based in Saratoga Springs, NY. It reports $190.8 million in regulatory assets under management and employs 6 people.
Vahanian & Associates Financial Planning Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bonnie Marie Boyce Control | Chief Financial Officer (03/2023), Vice President, Chief Compliance Officer | Under 5% | 2004 |
| Cameron Victoria Corsi Control | Chief Investment Officer And Director Of Strategic Planning | Under 5% | 2023 |
| Jeffrey Charles Vahanian Control | Owner, President, Managing Executive | Over 75% | 1992 |
Frequently asked questions
How much does Vahanian & Associates Financial Planning Inc manage?
Vahanian & Associates Financial Planning Inc reports $190.8 million in regulatory assets under management on its Form ADV.
How many employees does Vahanian & Associates Financial Planning Inc have?
Vahanian & Associates Financial Planning Inc reports 6 employees.
Where is Vahanian & Associates Financial Planning Inc located?
Vahanian & Associates Financial Planning Inc is based in Saratoga Springs, NY.
Does Vahanian & Associates Financial Planning Inc disclose fund performance?
Vahanian & Associates Financial Planning Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 60 Railroad Pl, Ste 104, Saratoga Springs, NY 12866 |
| Office hours | 8a.m. - 4p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$190.8MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$190.8Mregulatory AUM
Discretionary $190.8M