CARPENTER, RICHARD KEVIN
Legal name: ADVANCED GROUP FINANCIAL SERVICES
CRD #125300 SEC #801-67814 UTICA, NY 315-733-1010
SEC Registered
Total AUM
$27.4M
Discretionary
$27.4M
Employees
5
Clients
0
Accounts
110
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2007 | $27.4M | $27.4M | $0 | 5 | -- |
DateApr 2007
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees5
Clients--