| As of Date | 01/09/2026 |
| Registration | SEC, Approved, 03/08/2019 |
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| ADV Location | ROCHESTER, NY, United States |
| Contact Info | (58 xxxxxxx |
| Websites |
| AUM* | 131,311,586 23% |
| of that, discretionary | 112,237,246 25% |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 314,143 12% |
| % High Net Worth | 39.67% -10% |
| 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
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds