Pageone Financial, Inc. is a mid-sized advisory firm based in Glens Falls. It manages $60 million of regulatory assets for 617 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Arizona, California, Colorado, and 14 other states.
Pageone Financial provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pageone Financial, Inc. is $60 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Pageone Financial, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Edgar Ronald Page has been acting as President since 1 Mar 2003. Ryan Mathew Ranado joined the executive team most recently as the Chief Compliance Officer.
The principal office where Pageone Financial, Inc. performs its advisory services is located at 485 Glen Street, Suite 1, Glens Falls, NY 12801, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-733-6228 or by fax 518-688-0211. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at pageonefinancial.com.