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Adirondack Retirement Specialists

Adirondack Retirement Specialists is an investment advisor in Queensbury with $283.87M assets under management.

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
550788525
SEC advisor number
801-74527
FINRA CRD number
132345
AUM ?
$283.87M (as of 30 Mar 22)
Accounts
925 (as of 30 Mar 22)
Employees
7 (1 investment advisory or research)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
16 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$16.49M 423.64K 188.61K +124.6
$15.69M 621.8K 207.67K +199.4
$13.96M 601.04K 202.84K +196.3
$10.71M 134.88K 102.28K +31.9
$10.33M 199.26K 142.46K +39.9
$8.96M 195.59K 152.62K +28.2
$6.13M 27.41K 26.29K +4.3
$5.47M 78.58K 72.81K +7.9
$2.57M 83.91K 8.18K +926.0
$2M 1.47M 177.09K +729.5
$1.49M 27.62K 12.77K +116.3
$1.39M 49.91K 48.93K +2.0
$1.12M 2.19K 2.2K -0.5
$655K 4.41K 2.41K +82.8
$633K 378.85K 128.65K +194.5
$384K 154.28K 53.88K +186.3
68 EXIT
Holdings list only includes long positions. Only includes long positions.

Calendar

26 Sep 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings