ALBANY FINANCIAL PLANNERS INC
CRD #105389 SEC #801-21646 ALBANY, NY 518-482-5777
SEC Registered
Total AUM
$274.7M
Discretionary
$274.7M
Employees
5
Clients
251
Accounts
600
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2013 | $274.7M | $274.7M | $0 | 5 | 600 |
| Mar 2013 | $274.7M | $274.7M | $0 | 5 | 600 |
| Mar 2012 | $242.6M | $242.6M | $0 | 6 | 500 |
| Mar 2009 | $142M | $142M | $0 | 10 | -- |
| Feb 2008 | $195.8M | $195.8M | $0 | 10 | -- |
| Feb 2007 | $171.8M | $171.8M | $0 | 10 | -- |
| Feb 2006 | $142.2M | $142.2M | $0 | 10 | -- |
| Sep 2005 | $114.4M | $114.4M | $0 | 5 | -- |
| Jan 2005 | $114.4M | $114.4M | $0 | 5 | -- |
| Apr 2002 | $68M | $68M | $0 | 5 | -- |
| Aug 2001 | $68.2M | $68.2M | $0 | 5 | -- |
DateNov 2013
Total AUM$274.7M
Discretionary$274.7M
Non-Disc.$0
Employees5
Clients600
DateMar 2013
Total AUM$274.7M
Discretionary$274.7M
Non-Disc.$0
Employees5
Clients600
DateMar 2012
Total AUM$242.6M
Discretionary$242.6M
Non-Disc.$0
Employees6
Clients500
DateMar 2009
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees10
Clients--
DateFeb 2008
Total AUM$195.8M
Discretionary$195.8M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$171.8M
Discretionary$171.8M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$68M
Discretionary$68M
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees5
Clients--