Bouchey Financial Group Ltd
Firm details
- Headquarters
- Troy, New York
- CRD number
- 111824
- Registered since
- May 24, 1996
- Website
- bouchey.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.62%
- Individuals17.49%
- Pension & Profit Sharing Plans3.11%
- Corporations / Businesses1.49%
- Charitable Organizations0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Bouchey Financial Group Ltd is an independent registered investment adviser that has operated since 1996 and is owner-operated. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting support, and selection-of-other-advisers services. Its fee model combines a percentage-of-AUM component with fixed fees. Bouchey identifies as a capital allocator and reports not being an active ESG investor. The firm is affiliated with accounting and insurance firms for industry relationships and was recognized on the Financial Times Top 300 RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities70%
- US Government Bonds12%
- Investment Grade Corp Bonds7%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents4%
Owners & executives
3 of 3
Steven Bouchey
CEOCRD 1461280
David Clarke
Director of Operations & Chief Compliance OfficerCRD 4971624
John Millet
Chief Financial Officer and Chief Operating OfficerCRD 7526846
Contacts
3 of 9
Scott Strohecker
Wealth AdvisorCRD 7899463
Lauren Bouchey
Client ConciergeCRD 8141676
Catherine Buck
Associate Wealth AdvisorCRD 7978105
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 108Active vs passive
$1.4B in ETFs
66%
$933M
29%
$489M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $178M | 588,006 | 12.53% |
Location
Troy, NY
Rensselaer
Location
Troy, NY
Headquartered in Troy, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- Rensselaer
- Address
- 1819 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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