| As of Date | 09/17/2026 |
| Registration | SEC, Approved, 02/20/2024 |
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| ADV Location | PITTSFORD, NY, United States |
| Contact Info | 585 xxxxxxx |
| Websites |
| AUM* | 131,785,345 138% |
| of that, discretionary | 76,892,431 134% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,448,191 18% |
| % High Net Worth | 23.08% 27% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
No private funds