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).
-
Total Assets Under Management25,870MILLION
-
Total Number of Accounts46,004ACCOUNTS
-
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
Mathew Lee (CRD# 5594633) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 15 years of experience in the finance industry.
Joseph Liao (CRD# 4281384) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 23 years of experience in the finance industry.
Jesse Lieberman (CRD# 6879125) is an Investment Advisor Representative working at The Ayco Company, LP in New York, NY and has over 5 years of experience in the finance industry.
Jonathan Loeck (CRD# 4962432) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 18 years of experience in the finance industry.
Eric Longstreth (CRD# 4416881) is an Investment Advisor Representative working at The Ayco Company, LP in Canonsburg, PA and has over 22 years of experience in the finance industry.
Rick Lowe (CRD# 2833836) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 27 years of experience in the finance industry.
Greg Lu (CRD# 6644708) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 7 years of experience in the finance industry.
Sloan Luckie (CRD# 2507016) is an Investment Advisor Representative working at The Ayco Company, LP in Deerfield, IL and has over 28 years of experience in the finance industry.
Aron Lukacs (CRD# 5390587) is an Investment Advisor Representative working at The Ayco Company, LP in Morristown, NJ and has over 16 years of experience in the finance industry.
Carin Luyben (CRD# 5955318) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 12 years of experience in the finance industry.