North Country Investment Advisers, Inc. is a large advisory firm based in Glens Falls. It manages $185.54 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.
North Country Investment Advisers provides portfolio management for investment companies and selection of other advisers. 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 North Country Investment Advisers, Inc. is $185.54 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 180% 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 North Country Investment Advisers, 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.
The only and largest group of clients of David L. Moynehan is investment companies with 1 clients and $185.54 million of assets under management. Among the 10 most similar advisory firms, North Country Investment Advisers has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $185.54 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
North Country Investment Advisers doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No 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.
David L. Moynehan has been acting as President since 1 May 2002. Michael G Mihaly joined the executive team most recently as the President.
The principal office where North Country Investment Advisers, Inc. performs its advisory services is located at C/O Glens Falls National Bank, Glens Falls, NY 12801 2161 The mailing address of the firm is 250 Glen Street, Glens Falls, NY 12801 2161. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 518-745-1000 or by fax 518-745-7096. The normal business hours are 9:00 a.m. - 4:30 p.m. on Monday - Friday.