| As of Date | 09/21/2026 |
| Registration | SEC, Approved, 02/12/2021 |
|
|
|
| ADV Location | ROCHESTER, NY, United States |
| Contact Info | 585 xxxxxxx |
| Websites |
| AUM* | 168,334,114 35% |
| of that, discretionary | 148,120,616 34% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 599,054 209% |
| % High Net Worth | 26.69% 522% |
| SMA’s | No |
| 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
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
No private funds