Adirondack Retirement Strategies

RIASEC Registered
Total AUM
$18.7M
Discretionary
$18.7M
100% of AUM
Avg account
$178K
Accounts
105
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
312508
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 77%, Cash & Cash Equivalents 12%, Exchange Traded Equities 11%77%
  • Public Funds/Mutual Funds77%
  • Cash & Cash Equivalents12%
  • Exchange Traded Equities11%

Contacts

1 of 1
  • Connie Walsh-Toler

    Connie Walsh-Toler

    Financial and Investment AdvisorCRD 7330186

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth