| As of Date | 03/31/2026 |
| Registration | SEC, 120-Day Approval, 07/30/2025 |
| ADV Location | CANANDAIGUA, NY, United States |
| Contact Info | (58 xxxxxxx |
| Websites |
| AUM* | 26,000,000 |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,083,333 |
| SMA’s | No |
| Private Funds | 0 |
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
No private funds