CRD: 120034
Barbara J. Bouchey Asset Management, Inc.
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- Custodian
- Fidelity/NFS · Prudential · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-20-1996
- Office Locations
- 1
Office Locations
About Barbara J. Bouchey Asset Management, Inc.
Barbara J. Bouchey Asset Management is a Saratoga Springs, NY wealth management and financial planning firm serving individuals, families, and businesses. The team delivers comprehensive planning across investments, tax reduction, retirement, insurance, and estate conservation, translating goals into asset-allocation models and managed portfolios for a select clientele. Notably, the firm moved to a fee-based platform in the early 1990s; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BARBARA JOYCE BOUCHEY
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1363628
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $50,697,904 | -- |
| Total | $50,697,904 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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