| As of Date | 02/03/2024 |
| Registration status | Terminated |
| ADV Location | ROCHESTER, NY, United States |
| Contact Info | 585 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | 0 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 1
of those in investment advisory functions 1
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds