Bouchey Financial Group Ltd
Legal Name: BOUCHEY FINANCIAL GROUP LTD
Full Contact Details
Bouchey Financial Group Ltd
1819 FIFTH AVENUE, TROY, NY
518-720-3333
518-874-5001
Other Info
Bouchey Financial Group Ltd is a reputable NY Corporation that has been registered with the SEC since May 24, 1996. With a team of 10 employees, 7 of whom are financial advisors, the firm's client base remains undisclosed. Their SEC status is listed as Approved, which signifies that they have met all the regulatory requirements stipulated by the U.S. Securities and Exchange Commission.
Bouchey Financial Group: Saratoga Springs & Troy, NY
Bouchey Financial Group is a fee-only, financial advisory firm with locations in Saratoga Springs & Troy, NY. We have been advising clients as a fiduciary for over 25 years.
Bouchey Financial Group: Saratoga Springs & Troy, NY
Bouchey Financial Group is a fee-only, financial advisory firm with locations in Saratoga Springs & Troy, NY. We have been advising clients as a fiduciary for over 25 years.
Direct Owners
-
MARTIN XAVIER SHIELDS
VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER owns less than 5%
-
RYAN S BOUCHEY
VICE PRESIDENT owns less than 5%
-
STEVEN BERNARD BOUCHEY
PRESIDENT owns 75% or more
Top Holdings
- INVESCO QQQ TR UNIT SER 1 $66,156k
- SCHWAB STRATEGIC TR $63,313k
- ISHARES TR CORE HIGH DV ETF $26,798k
- VANGUARD WHITEHALL FDS INC $26,482k
- VANGUARD INDEX FDS SMALL CP ET $20,786k
- ISHARES TR CORE US AGGBD ET $20,154k
- SSGA ACTIVE ETF TR $18,771k
- VANGUARD WORLD FDS HEALTH CAR $15,612k
- SPDR Inv't Grade Floating Rate $14,942k
- INVESCO EXCHANGE TRADED FD T $14,535k