# PKS Advisory Services

PKS Advisory Services is a Bank / Wealth / Trust based in Albany, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Albany, United States
- **Region:** North America
- **Address:** Albany, NY, United States
- **Founded:** 2003
- **Assets under management:** $666M (Altss estimate)
- **Website:** https://www.pksa.net/

## Regulatory record

- **CRD number:** 125648
- **SEC file number:** 801-62147
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-22T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125648

## About

PKS Advisory Services is an SEC-registered investment adviser in Albany, NY, registered since 2003. The firm manages $1.1 billion in assets, with $1.0 billion on a discretionary basis. It has 45 employees and 36 investment advisers.

## Related profiles

- [Bohmer Kilcoyne Wealth Management](https://altss.com/profile/bohmer-kilcoyne-wealth-management)
- [Esther and Harold Mertz Foundation](https://altss.com/profile/esther-and-harold-mertz-foundation)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/pks-advisory-services

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology