| As of Date | 02/24/2026 |
| Registration | SEC, Approved, 03/01/2018 |
|
|
|
| ADV Location | CORNING, NY, United States |
| Contact Info | 607 xxxxxxx |
| Websites |
| AUM* | 156,991,981 64% |
| of that, discretionary | 154,991,097 62% |
| Number of Employees | 7 40% |
| of those in investment advisory functions | 3 -40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 202,309 31% |
| % High Net Worth | 34.78% -6% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Fixed fees (other than subscription fees)
No private funds