ADIRONDACK RETIREMENT SPECIALISTS, INC.
Legal name: ADIRONDACK RETIREMENT SPECIALISTS
CRD #132345 SEC #801-74527 QUEENSBURY, NY 518-761-6184
SEC Registered
Total AUM
$217.5M
Discretionary
$213.5M
Employees
6
Clients
11
Accounts
995
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2023 | $217.5M | $213.5M | $4M | 6 | 0 |
| Apr 2023 | $217.5M | $213.5M | $4M | 6 | 0 |
| Mar 2023 | $217.5M | $213.5M | $4M | 6 | 0 |
| Mar 2022 | $283.9M | $278.7M | $5.2M | 7 | 0 |
| Oct 2021 | $245.6M | $240.8M | $4.7M | 6 | 0 |
| Jan 2021 | $245.6M | $240.8M | $4.7M | 6 | 0 |
| Apr 2020 | $180.1M | $176M | $4.2M | 6 | 0 |
| Apr 2020 | $180.1M | $176M | $4.2M | 6 | 0 |
| Mar 2020 | $180.1M | $176M | $4.2M | 6 | 0 |
| Sep 2019 | $137.1M | $126.5M | $10.6M | 6 | 0 |
| Apr 2019 | $137.1M | $126.5M | $10.6M | 6 | 0 |
| Mar 2019 | $137.1M | $126.5M | $10.6M | 6 | 0 |
| Mar 2018 | $116.6M | $107.2M | $9.3M | 4 | 0 |
| Mar 2017 | $84.7M | $77.7M | $7M | 4 | 200 |
| Oct 2016 | $77.5M | $70.9M | $6.5M | 4 | 200 |
| Mar 2016 | $77.5M | $70.9M | $6.5M | 4 | 200 |
| Dec 2015 | $74.5M | $67.5M | $6.9M | 5 | 200 |
| Mar 2015 | $74.5M | $67.5M | $6.9M | 5 | 200 |
| Mar 2014 | $76.5M | $69.6M | $6.9M | 2 | 200 |
| Feb 2014 | $59M | $53.6M | $5.5M | 2 | 200 |
| Dec 2013 | $59M | $53.6M | $5.5M | 2 | 200 |
| Apr 2013 | $59M | $53.6M | $5.5M | 2 | 200 |
| Apr 2012 | $54.7M | $42M | $12.7M | 1 | 200 |
| Mar 2012 | $54.7M | $42M | $12.7M | 1 | 200 |
DateOct 2023
Total AUM$217.5M
Discretionary$213.5M
Non-Disc.$4M
Employees6
Clients0
DateApr 2023
Total AUM$217.5M
Discretionary$213.5M
Non-Disc.$4M
Employees6
Clients0
DateMar 2023
Total AUM$217.5M
Discretionary$213.5M
Non-Disc.$4M
Employees6
Clients0
DateMar 2022
Total AUM$283.9M
Discretionary$278.7M
Non-Disc.$5.2M
Employees7
Clients0
DateOct 2021
Total AUM$245.6M
Discretionary$240.8M
Non-Disc.$4.7M
Employees6
Clients0
DateJan 2021
Total AUM$245.6M
Discretionary$240.8M
Non-Disc.$4.7M
Employees6
Clients0
DateApr 2020
Total AUM$180.1M
Discretionary$176M
Non-Disc.$4.2M
Employees6
Clients0
DateApr 2020
Total AUM$180.1M
Discretionary$176M
Non-Disc.$4.2M
Employees6
Clients0
DateMar 2020
Total AUM$180.1M
Discretionary$176M
Non-Disc.$4.2M
Employees6
Clients0
DateSep 2019
Total AUM$137.1M
Discretionary$126.5M
Non-Disc.$10.6M
Employees6
Clients0
DateApr 2019
Total AUM$137.1M
Discretionary$126.5M
Non-Disc.$10.6M
Employees6
Clients0
DateMar 2019
Total AUM$137.1M
Discretionary$126.5M
Non-Disc.$10.6M
Employees6
Clients0
DateMar 2018
Total AUM$116.6M
Discretionary$107.2M
Non-Disc.$9.3M
Employees4
Clients0
DateMar 2017
Total AUM$84.7M
Discretionary$77.7M
Non-Disc.$7M
Employees4
Clients200
DateOct 2016
Total AUM$77.5M
Discretionary$70.9M
Non-Disc.$6.5M
Employees4
Clients200
DateMar 2016
Total AUM$77.5M
Discretionary$70.9M
Non-Disc.$6.5M
Employees4
Clients200
DateDec 2015
Total AUM$74.5M
Discretionary$67.5M
Non-Disc.$6.9M
Employees5
Clients200
DateMar 2015
Total AUM$74.5M
Discretionary$67.5M
Non-Disc.$6.9M
Employees5
Clients200
DateMar 2014
Total AUM$76.5M
Discretionary$69.6M
Non-Disc.$6.9M
Employees2
Clients200
DateFeb 2014
Total AUM$59M
Discretionary$53.6M
Non-Disc.$5.5M
Employees2
Clients200
DateDec 2013
Total AUM$59M
Discretionary$53.6M
Non-Disc.$5.5M
Employees2
Clients200
DateApr 2013
Total AUM$59M
Discretionary$53.6M
Non-Disc.$5.5M
Employees2
Clients200
DateApr 2012
Total AUM$54.7M
Discretionary$42M
Non-Disc.$12.7M
Employees1
Clients200
DateMar 2012
Total AUM$54.7M
Discretionary$42M
Non-Disc.$12.7M
Employees1
Clients200