| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 03/20/2017 |
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| ADV Location | VESTAL, NY, United States |
| Contact Info | 607 xxxxxxx |
| Websites |
| AUM* | 728,519,170 22% |
| of that, discretionary | 0 |
| Number of Employees | 22 10% |
| of those in investment advisory functions | 12 |
| Private Fund GAV* | 0 |
| Avg Account Size | 286,030 11% |
| % High Net Worth | 14.18% 32% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
No private funds