Adviser Profile
| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 07/05/2024 |
|
|
|
| Former registrations | |
| ADV Location | LATHAM, NY, United States |
| Contact Info | 518 xxxxxxx |
| AUM* | 71,102,624 142% |
| of that, discretionary | 71,102,624 142% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 249,483 29% |
| % High Net Worth | 34.78% 47% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Mid-sized advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
71M
61M
51M
41M
30M
20M
10M
2024
2025
2026
Private Funds
No private funds