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- Custodian
- Fidelity/NFS ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-20-2003
- Office Locations
- 23
Office Locations
About PKS Advisory Services, LLC
PKS Advisory Services (PKSA) is an SEC-registered RIA based in Albany, NY that operates an advisor platform providing technology and operational support, a network of like-minded advisors, and access to affiliated businesses to help independent practices grow. The firm offers financial planning and asset management, with insurance through affiliates, and securities offered via affiliated broker-dealer Purshe Kaplan Sterling Investments.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
PAMELA SUE YOUNG
Chief Compliance Officer, President
- CRD
- #2731789
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
GEORGE HOYT ABBOUD
Founder
- CRD
- #5757436
GREGORY ALLEN BALDWIN
--
- CRD
- #1476397
Value north
North vital glacier
- CRD
- #72974
Showing 2 of 46 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,042,778,589 | $231,010 |
| Non-Discretionary | $50,544,090 | $133,715 |
| Total | $1,093,322,679 | $223,492 |
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Separately Managed Accounts
Total SMA Asset: $1,093,322,679
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $826,564,435 | 31.3% |
| Cash | $364,427,770 | 13.8% |
| Equity - Exchange | $918,991,767 | 34.8% |
| U.S. Government/Agency | $530,796,969 | 20.1% |
| Total | $2,640,780,941 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME EMBER RIDGE | FRONTIER QUANTUM | 6Z9K5DTS9 | PQHLJ | 10.87% | $88,637,849 |
| OAK PIONEER | BRIDGE CAPITAL | E8HDHLYA8 | JQCC | 10.93% | $8,419,678 |
| ELEMENT QUANTUM | VALUE OAK | MADWMVB98 | PXMET | 9.98% | $5,555,021 |
| PRIME PATHWAY FUSION | PEAK SIGNAL | 3NGMUQQ2F | HOWUQ | 3.38% | $96,167,149 |
| NORTH LEGACY ZENITH | HORIZON UNISON | 9L84ACT3I | CWK | 8.70% | $108,405,885 |
| PEAK NORTH | MATRIX SIGNAL | WUKMXRZ4L | JDOOP | 8.28% | $65,774,673 |
| MERIDIAN CAPITAL LEGACY | RIDGE RIDGE | CS4P38QLK | TEWTB | 8.57% | $106,052,269 |
| RADIAL VITAL | MERIDIAN ATLAS | 1JQFAF18X | QYL | 9.28% | $42,561,954 |