| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 10/05/2020 |
|
|
|
| ADV Location | ROCHESTER, NY, United States |
| Contact Info | 585 xxxxxxx |
| Websites |
| AUM* | 69,546,598 52% |
| of that, discretionary | 69,546,598 52% |
| Number of Employees | 1 -50% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 231,822 53% |
| % High Net Worth | 16.33% 25% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds