Vahanian & Associates Financial Planning Inc is a large advisory firm based in Saratoga Springs. It manages $133.59 million of regulatory assets for 274 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 3 other states.
Vahanian & Associates Financial Planning provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vahanian & Associates Financial Planning Inc is $133.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 102% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Vahanian & Associates Financial Planning Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Vahanian & Associates Financial Planning is high net worth individuals with 43 clients and $94.08 million of assets under management. Among the 7 most similar advisory firms, Vahanian & Associates Financial Planning has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $133.59 million for 158 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Vahanian & Associates Financial Planning doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Vahanian & Associates Financial Planning Inc performs its advisory services is located at 60 Railroad Pl, Saratoga Springs, NY 12866, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 518-583-0891 or by fax 518-583-1617. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at vahanian.com.