ADIRONDACK FINANCIAL SERVICES CORP
CRD #126155 SEC #801-64779 UTICA, NY 315-724-4186
SEC Registered
Total AUM
$411.9M
Discretionary
$367.6M
Employees
16
Clients
10
Accounts
868
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $411.9M | $367.6M | $44.3M | 16 | 0 |
| Mar 2024 | $376.7M | $337.3M | $39.4M | 17 | 0 |
| Mar 2023 | $352.2M | $306.3M | $45.9M | 17 | 531 |
| Jul 2022 | $420.3M | $364.5M | $55.8M | 20 | 0 |
| Mar 2022 | $420.3M | $364.5M | $55.8M | 20 | 0 |
| Nov 2021 | $361M | $338.6M | $22.4M | 20 | 0 |
| Mar 2021 | $361M | $338.6M | $22.4M | 20 | 0 |
| Jan 2020 | $353.2M | $317.8M | $35.4M | 13 | 0 |
| Jul 2017 | $284.1M | $255M | $29.1M | 13 | 300 |
| Jun 2016 | $259.9M | $230.4M | $29.5M | 13 | 300 |
| Jul 2014 | $264.9M | $213.6M | $51.3M | 16 | 250 |
| Aug 2012 | $194.6M | $193.3M | $1.3M | 6 | 200 |
| Mar 2011 | $181.9M | $180.8M | $1.1M | 10 | -- |
| Jan 2011 | $165.4M | $160.9M | $4.5M | 10 | -- |
| Jun 2010 | $160M | $135M | $25M | 10 | -- |
| Mar 2009 | $142.3M | $142M | $300K | 10 | -- |
| Jan 2008 | $210.3M | $210M | $326K | 10 | -- |
| Nov 2007 | $210.3M | $210M | $326K | 10 | -- |
| Mar 2007 | $76.9M | $38.6M | $38.2M | 10 | -- |
| Jan 2007 | $89.1M | $38.1M | $51M | 10 | -- |
| Dec 2006 | $89.1M | $38.1M | $51M | 10 | -- |
| Mar 2006 | $89.1M | $38.1M | $51M | 10 | -- |
| Sep 2005 | $68.2M | $60.2M | $7.9M | 10 | -- |
DateMar 2025
Total AUM$411.9M
Discretionary$367.6M
Non-Disc.$44.3M
Employees16
Clients0
DateMar 2024
Total AUM$376.7M
Discretionary$337.3M
Non-Disc.$39.4M
Employees17
Clients0
DateMar 2023
Total AUM$352.2M
Discretionary$306.3M
Non-Disc.$45.9M
Employees17
Clients531
DateJul 2022
Total AUM$420.3M
Discretionary$364.5M
Non-Disc.$55.8M
Employees20
Clients0
DateMar 2022
Total AUM$420.3M
Discretionary$364.5M
Non-Disc.$55.8M
Employees20
Clients0
DateNov 2021
Total AUM$361M
Discretionary$338.6M
Non-Disc.$22.4M
Employees20
Clients0
DateMar 2021
Total AUM$361M
Discretionary$338.6M
Non-Disc.$22.4M
Employees20
Clients0
DateJan 2020
Total AUM$353.2M
Discretionary$317.8M
Non-Disc.$35.4M
Employees13
Clients0
DateJul 2017
Total AUM$284.1M
Discretionary$255M
Non-Disc.$29.1M
Employees13
Clients300
DateJun 2016
Total AUM$259.9M
Discretionary$230.4M
Non-Disc.$29.5M
Employees13
Clients300
DateJul 2014
Total AUM$264.9M
Discretionary$213.6M
Non-Disc.$51.3M
Employees16
Clients250
DateAug 2012
Total AUM$194.6M
Discretionary$193.3M
Non-Disc.$1.3M
Employees6
Clients200
DateMar 2011
Total AUM$181.9M
Discretionary$180.8M
Non-Disc.$1.1M
Employees10
Clients--
DateJan 2011
Total AUM$165.4M
Discretionary$160.9M
Non-Disc.$4.5M
Employees10
Clients--
DateJun 2010
Total AUM$160M
Discretionary$135M
Non-Disc.$25M
Employees10
Clients--
DateMar 2009
Total AUM$142.3M
Discretionary$142M
Non-Disc.$300K
Employees10
Clients--
DateJan 2008
Total AUM$210.3M
Discretionary$210M
Non-Disc.$326K
Employees10
Clients--
DateNov 2007
Total AUM$210.3M
Discretionary$210M
Non-Disc.$326K
Employees10
Clients--
DateMar 2007
Total AUM$76.9M
Discretionary$38.6M
Non-Disc.$38.2M
Employees10
Clients--
DateJan 2007
Total AUM$89.1M
Discretionary$38.1M
Non-Disc.$51M
Employees10
Clients--
DateDec 2006
Total AUM$89.1M
Discretionary$38.1M
Non-Disc.$51M
Employees10
Clients--
DateMar 2006
Total AUM$89.1M
Discretionary$38.1M
Non-Disc.$51M
Employees10
Clients--
DateSep 2005
Total AUM$68.2M
Discretionary$60.2M
Non-Disc.$7.9M
Employees10
Clients--