Be advised. This firm is no longer registered.

R.m.george Associates

R.m.george Associates (CRD# 125635) is a financial advisory firm headquartered in Liverpool, NY. They manage $10,875,921 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
324 First Street, Liverpool, NY 13088
http://www.advantagefinancialny.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $271,898
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at R.m.george Associates
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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