Pks Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Albany, NY. Its latest Form ADV filing, dated April 22, 2026, reports $1.1B in regulatory assets under management, 45 employees, 23 offices, and 4,892 accounts.
Top client segmentIndividuals represent 96.0% of total clients.
Top client categories% of clientsClients
1
Individuals
96.0%
4,696
2
HNWI
3.6%
178
3
Corporations
0.4%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 22, 2026
Discretionary95.4%
$1.0B
95% of total RAUM95.4%
Non-discretionary4.6%
$51M
5% of total RAUM4.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts4,892
10Y AUM Change+$688M (+170.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees45
Clients per Employee109:1
10Y Employee Change+5 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.