The Ayco Company, LP
The Ayco Company, LP (CRD# 106693) is a financial advisory firm headquartered in Cohoes, NY. They manage $25,870,062,000 in 46,004 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management25,870MILLION
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Total Number of Accounts46,004ACCOUNTS
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Average Account Value$562,344
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Janice Jim (CRD# 3141230) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 25 years of experience in the finance industry.
Daniel Josepher (CRD# 6687826) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 7 years of experience in the finance industry.
John Justice (CRD# 2692549) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 28 years of experience in the finance industry.
David Kaiser (CRD# 1377832) is an Investment Advisor Representative working at The Ayco Company, LP in Morristown, NJ and has over 38 years of experience in the finance industry.
David Kaminski (CRD# 5041547) is an Investment Advisor Representative working at The Ayco Company, LP in Boston, MA and has over 7 years of experience in the finance industry.
Michael Kane (CRD# 6973298) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 5 years of experience in the finance industry.
Christine Kapp (CRD# 4430665) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 20 years of experience in the finance industry.
John Kendig (CRD# 6989202) is an Investment Advisor Representative working at The Ayco Company, LP in Dallas, TX and has over 5 years of experience in the finance industry.
Finian Kennedy (CRD# 4815347) is an Investment Advisor Representative working at The Ayco Company, LP in Atlanta, GA and has over 19 years of experience in the finance industry.
Matthew Kenter (CRD# 5817703) is an Investment Advisor Representative working at The Ayco Company, LP in Bristol, WI and has over 13 years of experience in the finance industry.