Healthcare Community Securities Corporation is a large advisory firm based in Rensselaer. It manages $2.38 billion of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of New Jersey, New York, and Pennsylvania.
Healthcare Community Securities Corporation provides pension consulting services, publication of newsletters, and provides investment supervisory services. 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 Healthcare Community Securities Corporation is $2.38 billion. The firm's AUM has grown by 2897% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Healthcare Community Securities Corporation for their services and products based on a percentage of assets under management, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of J Ronald Gaudreault is pension and profit sharing plans with 48 clients and $2.38 billion of assets under management. Among the 8 most similar advisory firms, Healthcare Community Securities Corporation has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $2.38 billion for 48 clients. None of the firm’s clients are foreign persons or businesses.
Healthcare Community Securities Corporation doesn't advise any private funds.
The company employs 19 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
J Ronald Gaudreault has been acting as President since 1 Apr 1999. Susan Ann Green Lorenzen joined the executive team most recently as the Board Of Director.
The principal office where Healthcare Community Securities Corporation performs its advisory services is located at One Empire Drive, Rensselaer, NY 12144, which is also the mailing address of the firm. An additional office of the firm is in Melville, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 518-431-7600 or by fax 518-431-7601. The normal business hours are 8:30 am to 5:00pm on Monday - Friday. You can find more information about the New York firm at strategicbenefitservices.com.