| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 05/08/2025 |
| ADV Location | FAIRPORT, NY, United States |
| Contact Info | 585 xxxxxxx |
| Websites |
| AUM* | 75,000,000 39% |
| of that, discretionary | 75,000,000 39% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 178,998 -9% |
| % High Net Worth | 11.21% 662% |
| 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
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds