CRD: 133305
Adirondack Capital Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-29-2019
- Office Locations
- 1
Office Locations
About Adirondack Capital Advisors, LLC
Adirondack Capital Advisors is an SEC-registered, Syracuse-based independent RIA focused on retirement and financial planning for individuals and retirement plan services for employers. As a fiduciary with no proprietary products, it builds straightforward portfolios using asset allocation and portfolio construction with mutual funds, ETFs and fixed income, custodied primarily at Schwab.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PATRICK JAMES DOOLEY
Advisor, Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #2856559
- Ownership
- 50% but less than 75%
CHRISTOPHER WILLIAM BERG
Investment Advisor, Managing Member
- CRD
- #4510789
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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JAMES VICTOR CAMPAGNA JR
Managing Director
- CRD
- #6283244
REX W MAHONEY
Financial Advisor, General Partner
- CRD
- #6361779
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $422,261,355 | $363,079 |
| Non-Discretionary | $0 | -- |
| Total | $422,261,355 | $363,079 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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