PKS ADVISORY SERVICES, LLC
CRD #125648 SEC #801-62147 ALBANY, NY (518) 426-5791
SEC Registered
Total AUM
$905.4M
Discretionary
$871.8M
Employees
49
Clients
0
Accounts
4,419
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $905.4M | $871.8M | $33.6M | 49 | 0 |
| Mar 2025 | $905.4M | $871.8M | $33.6M | 49 | 0 |
| Feb 2025 | $697.7M | $666.2M | $31.5M | 50 | 0 |
| Nov 2024 | $697.7M | $666.2M | $31.5M | 50 | 0 |
| Jul 2024 | $697.7M | $666.2M | $31.5M | 50 | 0 |
| May 2024 | $697.7M | $666.2M | $31.5M | 50 | 0 |
| Mar 2024 | $697.7M | $666.2M | $31.5M | 50 | 0 |
| Feb 2024 | $725.2M | $694.9M | $30.4M | 46 | 0 |
| Nov 2023 | $725.2M | $694.9M | $30.4M | 46 | 0 |
| Nov 2023 | $725.2M | $694.9M | $30.4M | 46 | 0 |
| Oct 2023 | $725.2M | $694.9M | $30.4M | 46 | 0 |
| Sep 2023 | $725.2M | $694.9M | $30.4M | 46 | 0 |
| Sep 2023 | $725.2M | $694.9M | $30.4M | 46 | 0 |
| May 2023 | $725.2M | $694.9M | $30.4M | 46 | 0 |
| Apr 2023 | $725.2M | $694.9M | $30.4M | 46 | 0 |
| Mar 2023 | $725.2M | $694.9M | $30.4M | 46 | 0 |
| Oct 2022 | $976.6M | $798.5M | $178.1M | 47 | 0 |
| Mar 2022 | $976.6M | $798.5M | $178.1M | 47 | 0 |
| Nov 2021 | $766.9M | $529.4M | $237.5M | 50 | 0 |
| May 2021 | $766.9M | $529.4M | $237.5M | 50 | 0 |
| Mar 2021 | $766.9M | $529.4M | $237.5M | 50 | 0 |
| Jul 2020 | $590.5M | $427.7M | $162.8M | 45 | 0 |
| Jun 2020 | $590.5M | $427.7M | $162.8M | 45 | 0 |
| Apr 2020 | $590.5M | $427.7M | $162.8M | 45 | 0 |
| Mar 2020 | $590.5M | $427.7M | $162.8M | 45 | 0 |
| Aug 2019 | $478.7M | $348.4M | $130.4M | 46 | 0 |
| Jun 2019 | $478.7M | $348.4M | $130.4M | 46 | 0 |
| May 2019 | $478.7M | $348.4M | $130.4M | 46 | 0 |
| Feb 2019 | $478.7M | $348.4M | $130.4M | 46 | 0 |
| Mar 2018 | $482.5M | $353.1M | $129.3M | 43 | 0 |
| Mar 2018 | $482.5M | $353.1M | $129.3M | 43 | 0 |
| Jan 2018 | $404.9M | $312.9M | $92M | 40 | 0 |
| Mar 2017 | $404.9M | $312.9M | $92M | 40 | 1,500 |
| Sep 2016 | $401.8M | $307.7M | $94.1M | 39 | 1,600 |
| Jul 2016 | $401.8M | $307.7M | $94.1M | 39 | 1,600 |
| Jun 2016 | $401.8M | $307.7M | $94.1M | 39 | 1,600 |
| Mar 2016 | $401.8M | $307.7M | $94.1M | 39 | 1,600 |
| Feb 2015 | $597.2M | $504.5M | $92.7M | 48 | 1,950 |
| Oct 2014 | $538.1M | $447.6M | $90.5M | 48 | 1,900 |
| Mar 2014 | $538.1M | $447.6M | $90.5M | 48 | 1,900 |
| Oct 2013 | $598.5M | $503M | $95.5M | 55 | 2,200 |
| Oct 2013 | $598.5M | $503M | $95.5M | 55 | 2,200 |
| Aug 2013 | $598.5M | $503M | $95.5M | 55 | 2,200 |
| Aug 2013 | $598.5M | $503M | $95.5M | 55 | 2,200 |
| May 2013 | $598.5M | $503M | $95.5M | 55 | 2,200 |
| Apr 2013 | $598.5M | $503M | $95.5M | 55 | 2,200 |
| Apr 2013 | $598.5M | $503M | $95.5M | 55 | 2,200 |
| Mar 2013 | $598.5M | $503M | $95.5M | 55 | 2,200 |
| Nov 2012 | $505M | $365M | $140M | 50 | 2,000 |
| Jun 2012 | $505M | $365M | $140M | 11 | 2,000 |
| Mar 2012 | $505M | $365M | $140M | 11 | 2,000 |
| Feb 2012 | $505M | $365M | $140M | 11 | 2,000 |
| Nov 2011 | $376.2M | $271.3M | $104.9M | 11 | 1,000 |
| Nov 2011 | $376.2M | $271.3M | $104.9M | 11 | 1,000 |
| Jul 2011 | $376.2M | $271.3M | $104.9M | -- | -- |
| Jul 2011 | $376.2M | $271.3M | $104.9M | -- | -- |
| Jul 2011 | $376.2M | $271.3M | $104.9M | -- | -- |
| May 2011 | $376.2M | $271.3M | $104.9M | -- | -- |
| Mar 2011 | $376.2M | $271.3M | $104.9M | -- | -- |
| Jan 2011 | $290.7M | $196.5M | $94.2M | -- | -- |
| Oct 2010 | $290.7M | $196.5M | $94.2M | -- | -- |
| May 2010 | $290.7M | $196.5M | $94.2M | -- | -- |
| Mar 2010 | $290.7M | $196.5M | $94.2M | -- | -- |
| Mar 2009 | $174.6M | $89M | $85.6M | -- | -- |
| Mar 2008 | $271.8M | $150.2M | $121.6M | -- | -- |
| Nov 2007 | $168.2M | $122.9M | $45.3M | -- | -- |
| Apr 2007 | $168.2M | $122.9M | $45.3M | -- | -- |
| Mar 2007 | $168.2M | $122.9M | $45.3M | -- | -- |
| Feb 2006 | $69.3M | $69.3M | $0 | 5 | -- |
| Nov 2005 | $46.7M | $46.7M | $0 | 5 | -- |
| Jun 2005 | $46.7M | $46.7M | $0 | 5 | -- |
| May 2005 | $46.7M | $46.7M | $0 | 5 | -- |
| Jun 2004 | $36.6M | $34.3M | $2.4M | 5 | -- |
| Mar 2004 | $36.6M | $34.3M | $2.4M | 5 | -- |
DateSep 2025
Total AUM$905.4M
Discretionary$871.8M
Non-Disc.$33.6M
Employees49
Clients0
DateMar 2025
Total AUM$905.4M
Discretionary$871.8M
Non-Disc.$33.6M
Employees49
Clients0
DateFeb 2025
Total AUM$697.7M
Discretionary$666.2M
Non-Disc.$31.5M
Employees50
Clients0
DateNov 2024
Total AUM$697.7M
Discretionary$666.2M
Non-Disc.$31.5M
Employees50
Clients0
DateJul 2024
Total AUM$697.7M
Discretionary$666.2M
Non-Disc.$31.5M
Employees50
Clients0
DateMay 2024
Total AUM$697.7M
Discretionary$666.2M
Non-Disc.$31.5M
Employees50
Clients0
DateMar 2024
Total AUM$697.7M
Discretionary$666.2M
Non-Disc.$31.5M
Employees50
Clients0
DateFeb 2024
Total AUM$725.2M
Discretionary$694.9M
Non-Disc.$30.4M
Employees46
Clients0
DateNov 2023
Total AUM$725.2M
Discretionary$694.9M
Non-Disc.$30.4M
Employees46
Clients0
DateNov 2023
Total AUM$725.2M
Discretionary$694.9M
Non-Disc.$30.4M
Employees46
Clients0
DateOct 2023
Total AUM$725.2M
Discretionary$694.9M
Non-Disc.$30.4M
Employees46
Clients0
DateSep 2023
Total AUM$725.2M
Discretionary$694.9M
Non-Disc.$30.4M
Employees46
Clients0
DateSep 2023
Total AUM$725.2M
Discretionary$694.9M
Non-Disc.$30.4M
Employees46
Clients0
DateMay 2023
Total AUM$725.2M
Discretionary$694.9M
Non-Disc.$30.4M
Employees46
Clients0
DateApr 2023
Total AUM$725.2M
Discretionary$694.9M
Non-Disc.$30.4M
Employees46
Clients0
DateMar 2023
Total AUM$725.2M
Discretionary$694.9M
Non-Disc.$30.4M
Employees46
Clients0
DateOct 2022
Total AUM$976.6M
Discretionary$798.5M
Non-Disc.$178.1M
Employees47
Clients0
DateMar 2022
Total AUM$976.6M
Discretionary$798.5M
Non-Disc.$178.1M
Employees47
Clients0
DateNov 2021
Total AUM$766.9M
Discretionary$529.4M
Non-Disc.$237.5M
Employees50
Clients0
DateMay 2021
Total AUM$766.9M
Discretionary$529.4M
Non-Disc.$237.5M
Employees50
Clients0
DateMar 2021
Total AUM$766.9M
Discretionary$529.4M
Non-Disc.$237.5M
Employees50
Clients0
DateJul 2020
Total AUM$590.5M
Discretionary$427.7M
Non-Disc.$162.8M
Employees45
Clients0
DateJun 2020
Total AUM$590.5M
Discretionary$427.7M
Non-Disc.$162.8M
Employees45
Clients0
DateApr 2020
Total AUM$590.5M
Discretionary$427.7M
Non-Disc.$162.8M
Employees45
Clients0
DateMar 2020
Total AUM$590.5M
Discretionary$427.7M
Non-Disc.$162.8M
Employees45
Clients0
DateAug 2019
Total AUM$478.7M
Discretionary$348.4M
Non-Disc.$130.4M
Employees46
Clients0
DateJun 2019
Total AUM$478.7M
Discretionary$348.4M
Non-Disc.$130.4M
Employees46
Clients0
DateMay 2019
Total AUM$478.7M
Discretionary$348.4M
Non-Disc.$130.4M
Employees46
Clients0
DateFeb 2019
Total AUM$478.7M
Discretionary$348.4M
Non-Disc.$130.4M
Employees46
Clients0
DateMar 2018
Total AUM$482.5M
Discretionary$353.1M
Non-Disc.$129.3M
Employees43
Clients0
DateMar 2018
Total AUM$482.5M
Discretionary$353.1M
Non-Disc.$129.3M
Employees43
Clients0
DateJan 2018
Total AUM$404.9M
Discretionary$312.9M
Non-Disc.$92M
Employees40
Clients0
DateMar 2017
Total AUM$404.9M
Discretionary$312.9M
Non-Disc.$92M
Employees40
Clients1,500
DateSep 2016
Total AUM$401.8M
Discretionary$307.7M
Non-Disc.$94.1M
Employees39
Clients1,600
DateJul 2016
Total AUM$401.8M
Discretionary$307.7M
Non-Disc.$94.1M
Employees39
Clients1,600
DateJun 2016
Total AUM$401.8M
Discretionary$307.7M
Non-Disc.$94.1M
Employees39
Clients1,600
DateMar 2016
Total AUM$401.8M
Discretionary$307.7M
Non-Disc.$94.1M
Employees39
Clients1,600
DateFeb 2015
Total AUM$597.2M
Discretionary$504.5M
Non-Disc.$92.7M
Employees48
Clients1,950
DateOct 2014
Total AUM$538.1M
Discretionary$447.6M
Non-Disc.$90.5M
Employees48
Clients1,900
DateMar 2014
Total AUM$538.1M
Discretionary$447.6M
Non-Disc.$90.5M
Employees48
Clients1,900
DateOct 2013
Total AUM$598.5M
Discretionary$503M
Non-Disc.$95.5M
Employees55
Clients2,200
DateOct 2013
Total AUM$598.5M
Discretionary$503M
Non-Disc.$95.5M
Employees55
Clients2,200
DateAug 2013
Total AUM$598.5M
Discretionary$503M
Non-Disc.$95.5M
Employees55
Clients2,200
DateAug 2013
Total AUM$598.5M
Discretionary$503M
Non-Disc.$95.5M
Employees55
Clients2,200
DateMay 2013
Total AUM$598.5M
Discretionary$503M
Non-Disc.$95.5M
Employees55
Clients2,200
DateApr 2013
Total AUM$598.5M
Discretionary$503M
Non-Disc.$95.5M
Employees55
Clients2,200
DateApr 2013
Total AUM$598.5M
Discretionary$503M
Non-Disc.$95.5M
Employees55
Clients2,200
DateMar 2013
Total AUM$598.5M
Discretionary$503M
Non-Disc.$95.5M
Employees55
Clients2,200
DateNov 2012
Total AUM$505M
Discretionary$365M
Non-Disc.$140M
Employees50
Clients2,000
DateJun 2012
Total AUM$505M
Discretionary$365M
Non-Disc.$140M
Employees11
Clients2,000
DateMar 2012
Total AUM$505M
Discretionary$365M
Non-Disc.$140M
Employees11
Clients2,000
DateFeb 2012
Total AUM$505M
Discretionary$365M
Non-Disc.$140M
Employees11
Clients2,000
DateNov 2011
Total AUM$376.2M
Discretionary$271.3M
Non-Disc.$104.9M
Employees11
Clients1,000
DateNov 2011
Total AUM$376.2M
Discretionary$271.3M
Non-Disc.$104.9M
Employees11
Clients1,000
DateJul 2011
Total AUM$376.2M
Discretionary$271.3M
Non-Disc.$104.9M
Employees--
Clients--
DateJul 2011
Total AUM$376.2M
Discretionary$271.3M
Non-Disc.$104.9M
Employees--
Clients--
DateJul 2011
Total AUM$376.2M
Discretionary$271.3M
Non-Disc.$104.9M
Employees--
Clients--
DateMay 2011
Total AUM$376.2M
Discretionary$271.3M
Non-Disc.$104.9M
Employees--
Clients--
DateMar 2011
Total AUM$376.2M
Discretionary$271.3M
Non-Disc.$104.9M
Employees--
Clients--
DateJan 2011
Total AUM$290.7M
Discretionary$196.5M
Non-Disc.$94.2M
Employees--
Clients--
DateOct 2010
Total AUM$290.7M
Discretionary$196.5M
Non-Disc.$94.2M
Employees--
Clients--
DateMay 2010
Total AUM$290.7M
Discretionary$196.5M
Non-Disc.$94.2M
Employees--
Clients--
DateMar 2010
Total AUM$290.7M
Discretionary$196.5M
Non-Disc.$94.2M
Employees--
Clients--
DateMar 2009
Total AUM$174.6M
Discretionary$89M
Non-Disc.$85.6M
Employees--
Clients--
DateMar 2008
Total AUM$271.8M
Discretionary$150.2M
Non-Disc.$121.6M
Employees--
Clients--
DateNov 2007
Total AUM$168.2M
Discretionary$122.9M
Non-Disc.$45.3M
Employees--
Clients--
DateApr 2007
Total AUM$168.2M
Discretionary$122.9M
Non-Disc.$45.3M
Employees--
Clients--
DateMar 2007
Total AUM$168.2M
Discretionary$122.9M
Non-Disc.$45.3M
Employees--
Clients--
DateFeb 2006
Total AUM$69.3M
Discretionary$69.3M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$46.7M
Discretionary$46.7M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$46.7M
Discretionary$46.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$46.7M
Discretionary$46.7M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$36.6M
Discretionary$34.3M
Non-Disc.$2.4M
Employees5
Clients--
DateMar 2004
Total AUM$36.6M
Discretionary$34.3M
Non-Disc.$2.4M
Employees5
Clients--