Hancock, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$80,744,076
ClientsTotal clients
123
AdvisorsAdvisors at this office
2
Of 3 advisors across 2 offices
Location
Hancock NY
Advisors at this office
2
Advisors at this office
Christopher P
ChFC®, Series 63, Series 65
Hancock, NY
Investment Advisor Group
Christopher Price is a financial advisor at Investment Advisor Group with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Investment Advisor Group in 2021, he worked at The Investment Advisor Alliance LLC for 11 years. Mr. Price serves as a representative for the Town of Hancock, NY, on the Delaware County Local Development Corp, a non-compensated role focused on reviewing local business financing requests and supporting economic development. Investment Advisor Group provides financial planning and discretionary investment management to individuals, families, trusts, and closely held businesses. The firm emphasizes asset allocation and broad diversification aligned with modern portfolio theory and offers regular performance reporting through an online portal, distinguishing its communication practices from many peers.
Paul K
Series 65
Hancock, NY
Investment Advisor Group
Paul Kohn is a financial advisor at Investment Advisor Group with 15 years of industry experience. He holds a Series 65 designation and previously worked at Investment Advisor Alliance from 2010 to 2021 before joining his current firm. Investment Advisor Group provides financial planning and discretionary investment management to individuals, families, trusts, and closely held businesses. The firm emphasizes asset allocation and broad diversification aligned with clients’ goals, offering comprehensive planning and portfolio management using individual securities, mutual funds, ETFs, and selected third-party managers.
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