| As of Date | 09/21/2026 |
| Registration | SEC, Approved, 12/24/2020 |
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| ADV Location | WILLIAMSVILLE, NY, United States |
| Contact Info | 716 xxxxxxx |
| Websites |
| AUM* | 91,738,676 76% |
| of that, discretionary | 91,738,676 107% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 127,062 -2% |
| % High Net Worth | 3.09% -13% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Insurance companies
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds