BOUCHEY FINANCIAL GROUP LTD
CRD #111824 SEC #801-51979 TROY, NY 518-720-3333
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
18
Clients
251
Accounts
3,157
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.4B | $1.4B | $29.3M | 18 | 0 |
| Apr 2025 | $1.4B | $1.4B | $29.3M | 18 | 0 |
| Mar 2025 | $1.4B | $1.4B | $29.3M | 18 | 0 |
| Aug 2024 | $1.2B | $1.2B | $9.6M | 19 | 0 |
| Apr 2024 | $1.2B | $1.2B | $9.6M | 19 | 0 |
| Mar 2024 | $1.2B | $1.2B | $9.6M | 19 | 0 |
| Sep 2023 | $830.8M | $823.6M | $7.3M | 18 | 0 |
| Mar 2023 | $830.8M | $823.6M | $7.3M | 18 | 0 |
| Mar 2023 | $830.8M | $823.6M | $7.3M | 18 | 0 |
| Jun 2022 | $980.7M | $966.2M | $14.5M | 17 | 0 |
| Mar 2022 | $980.7M | $966.2M | $14.5M | 17 | 0 |
| Dec 2021 | $732.7M | $719.6M | $13.1M | 9 | 0 |
| Nov 2021 | $732.7M | $719.6M | $13.1M | 9 | 0 |
| Apr 2021 | $732.7M | $719.6M | $13.1M | 9 | 0 |
| Apr 2021 | $732.7M | $719.6M | $13.1M | 9 | 0 |
| Mar 2021 | $732.7M | $719.6M | $13.1M | 9 | 0 |
| Oct 2020 | $614.2M | $601.4M | $12.8M | 11 | 0 |
| Jul 2020 | $614.2M | $601.4M | $12.8M | 11 | 0 |
| Jun 2020 | $614.2M | $601.4M | $12.8M | 11 | 0 |
| Mar 2020 | $614.2M | $601.4M | $12.8M | 11 | 0 |
| Oct 2019 | $466.1M | $458.1M | $8.1M | 10 | 0 |
| Mar 2019 | $466.1M | $458.1M | $8.1M | 10 | 0 |
| Jun 2018 | $458.6M | $452.1M | $6.5M | 8 | 0 |
| Mar 2018 | $458.6M | $452.1M | $6.5M | 8 | 0 |
| Sep 2017 | $340.8M | $335.2M | $5.5M | 7 | 500 |
| Aug 2017 | $340.8M | $335.2M | $5.5M | 7 | 500 |
| Feb 2017 | $340.8M | $335.2M | $5.5M | 7 | 500 |
| Sep 2016 | $301M | $294.4M | $6.6M | 6 | 400 |
| Mar 2016 | $301M | $294.4M | $6.6M | 6 | 400 |
| Nov 2015 | $282.1M | $274.9M | $7.2M | 6 | 400 |
| Mar 2015 | $282.1M | $274.9M | $7.2M | 6 | 400 |
| Oct 2014 | $227.3M | $217.5M | $9.8M | 6 | 300 |
| Mar 2014 | $227.3M | $217.5M | $9.8M | 6 | 300 |
| Mar 2014 | $227.3M | $217.5M | $9.8M | 6 | 300 |
| Jan 2014 | $157.9M | $149.9M | $8M | 5 | 300 |
| Nov 2013 | $157.9M | $149.9M | $8M | 5 | 300 |
| Mar 2013 | $157.9M | $149.9M | $8M | 5 | 300 |
| May 2012 | $122.5M | $115.6M | $6.9M | 1 | 600 |
| May 2012 | $122.5M | $115.6M | $6.9M | 1 | 600 |
| Apr 2012 | $122.5M | $115.6M | $6.9M | 1 | 600 |
| Mar 2012 | $122.5M | $115.6M | $6.9M | 1 | 600 |
| Mar 2010 | $138M | $112M | $26M | 5 | -- |
| Apr 2007 | $97.5M | $85.3M | $12.3M | 5 | -- |
| Mar 2006 | $71M | $52M | $19M | 5 | -- |
| Mar 2004 | $41M | $40M | $1M | 5 | -- |
DateJul 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$29.3M
Employees18
Clients0
DateApr 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$29.3M
Employees18
Clients0
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$29.3M
Employees18
Clients0
DateAug 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$9.6M
Employees19
Clients0
DateApr 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$9.6M
Employees19
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$9.6M
Employees19
Clients0
DateSep 2023
Total AUM$830.8M
Discretionary$823.6M
Non-Disc.$7.3M
Employees18
Clients0
DateMar 2023
Total AUM$830.8M
Discretionary$823.6M
Non-Disc.$7.3M
Employees18
Clients0
DateMar 2023
Total AUM$830.8M
Discretionary$823.6M
Non-Disc.$7.3M
Employees18
Clients0
DateJun 2022
Total AUM$980.7M
Discretionary$966.2M
Non-Disc.$14.5M
Employees17
Clients0
DateMar 2022
Total AUM$980.7M
Discretionary$966.2M
Non-Disc.$14.5M
Employees17
Clients0
DateDec 2021
Total AUM$732.7M
Discretionary$719.6M
Non-Disc.$13.1M
Employees9
Clients0
DateNov 2021
Total AUM$732.7M
Discretionary$719.6M
Non-Disc.$13.1M
Employees9
Clients0
DateApr 2021
Total AUM$732.7M
Discretionary$719.6M
Non-Disc.$13.1M
Employees9
Clients0
DateApr 2021
Total AUM$732.7M
Discretionary$719.6M
Non-Disc.$13.1M
Employees9
Clients0
DateMar 2021
Total AUM$732.7M
Discretionary$719.6M
Non-Disc.$13.1M
Employees9
Clients0
DateOct 2020
Total AUM$614.2M
Discretionary$601.4M
Non-Disc.$12.8M
Employees11
Clients0
DateJul 2020
Total AUM$614.2M
Discretionary$601.4M
Non-Disc.$12.8M
Employees11
Clients0
DateJun 2020
Total AUM$614.2M
Discretionary$601.4M
Non-Disc.$12.8M
Employees11
Clients0
DateMar 2020
Total AUM$614.2M
Discretionary$601.4M
Non-Disc.$12.8M
Employees11
Clients0
DateOct 2019
Total AUM$466.1M
Discretionary$458.1M
Non-Disc.$8.1M
Employees10
Clients0
DateMar 2019
Total AUM$466.1M
Discretionary$458.1M
Non-Disc.$8.1M
Employees10
Clients0
DateJun 2018
Total AUM$458.6M
Discretionary$452.1M
Non-Disc.$6.5M
Employees8
Clients0
DateMar 2018
Total AUM$458.6M
Discretionary$452.1M
Non-Disc.$6.5M
Employees8
Clients0
DateSep 2017
Total AUM$340.8M
Discretionary$335.2M
Non-Disc.$5.5M
Employees7
Clients500
DateAug 2017
Total AUM$340.8M
Discretionary$335.2M
Non-Disc.$5.5M
Employees7
Clients500
DateFeb 2017
Total AUM$340.8M
Discretionary$335.2M
Non-Disc.$5.5M
Employees7
Clients500
DateSep 2016
Total AUM$301M
Discretionary$294.4M
Non-Disc.$6.6M
Employees6
Clients400
DateMar 2016
Total AUM$301M
Discretionary$294.4M
Non-Disc.$6.6M
Employees6
Clients400
DateNov 2015
Total AUM$282.1M
Discretionary$274.9M
Non-Disc.$7.2M
Employees6
Clients400
DateMar 2015
Total AUM$282.1M
Discretionary$274.9M
Non-Disc.$7.2M
Employees6
Clients400
DateOct 2014
Total AUM$227.3M
Discretionary$217.5M
Non-Disc.$9.8M
Employees6
Clients300
DateMar 2014
Total AUM$227.3M
Discretionary$217.5M
Non-Disc.$9.8M
Employees6
Clients300
DateMar 2014
Total AUM$227.3M
Discretionary$217.5M
Non-Disc.$9.8M
Employees6
Clients300
DateJan 2014
Total AUM$157.9M
Discretionary$149.9M
Non-Disc.$8M
Employees5
Clients300
DateNov 2013
Total AUM$157.9M
Discretionary$149.9M
Non-Disc.$8M
Employees5
Clients300
DateMar 2013
Total AUM$157.9M
Discretionary$149.9M
Non-Disc.$8M
Employees5
Clients300
DateMay 2012
Total AUM$122.5M
Discretionary$115.6M
Non-Disc.$6.9M
Employees1
Clients600
DateMay 2012
Total AUM$122.5M
Discretionary$115.6M
Non-Disc.$6.9M
Employees1
Clients600
DateApr 2012
Total AUM$122.5M
Discretionary$115.6M
Non-Disc.$6.9M
Employees1
Clients600
DateMar 2012
Total AUM$122.5M
Discretionary$115.6M
Non-Disc.$6.9M
Employees1
Clients600
DateMar 2010
Total AUM$138M
Discretionary$112M
Non-Disc.$26M
Employees5
Clients--
DateApr 2007
Total AUM$97.5M
Discretionary$85.3M
Non-Disc.$12.3M
Employees5
Clients--
DateMar 2006
Total AUM$71M
Discretionary$52M
Non-Disc.$19M
Employees5
Clients--
DateMar 2004
Total AUM$41M
Discretionary$40M
Non-Disc.$1M
Employees5
Clients--