| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 04/06/2018 |
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| ADV Location | AMHERST, NY, United States |
| Contact Info | 716 xxxxxxx |
| Websites |
| AUM* | 80,604,656 4% |
| of that, discretionary | 0 -100% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 995,119 202% |
| % High Net Worth | 12.35% -18% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- A percentage of assets under your management
No private funds