Adirondack Retirement Strategies
Firm details
- Headquarters
- ,
- CRD number
- 312508
- Website
- www.adkretirement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals62.32%
- HNWI37.68%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Adirondack Retirement Strategies is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and offers financial planning alongside portfolio management for individuals and small businesses. Its client fees are charged as a percentage of assets under management and through fixed fees. According to the snapshot data the adviser does not present itself as a capital allocator, does not report active ESG investing, and is not listed as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Cash & Cash Equivalents12%
- Exchange Traded Equities11%
Contacts
1 of 1
Connie Walsh-Toler
Financial and Investment AdvisorCRD 7330186
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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