| As of Date | 06/30/2026 |
| Registration | SEC, Approved, 04/14/2025 |
|
|
|
| ADV Location | VICTOR, NY, United States |
| Contact Info | 585 xxxxxxx |
| Websites |
| AUM* | 161,497,846 |
| of that, discretionary | 161,497,846 100% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 5 67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 517,621 |
| % High Net Worth | 17.24% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
No private funds