| As of Date | 01/27/2026 |
| Registration | SEC, Approved, 11/16/2015 |
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| ADV Location | WILLIAMSVILLE, NY, United States |
| Contact Info | 716 xxxxxxx |
| Websites |
| AUM* | 249,075,065 23% |
| of that, discretionary | 249,075,065 23% |
| Number of Employees | 3 -40% |
| of those in investment advisory functions | 3 -40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 258,645 15% |
| % High Net Worth | 20.00% 9% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds