| As of Date | 10/20/2026 |
| Registration | SEC, Approved, 05/19/2025 |
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| Contact Info | 585 xxxxxxx |
| Websites |
| AUM* | 1,062,608,147 |
| of that, discretionary | 4,839,925 100% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 48,300,370 |
| % High Net Worth | 27.27% |
| 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
- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
No private funds