| As of Date | 04/20/2026 |
| Registration | SEC, Approved, 01/05/2026 |
| ADV Location | PITTSFORD, NY, United States |
| Contact Info | 585 xxxxxxx |
| Websites |
| AUM* | 5,611,340,728 |
| of that, discretionary | 5,611,340,728 |
| Number of Employees | 26 |
| of those in investment advisory functions | 13 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,157,761 |
| % High Net Worth | 56.45% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$961,410,635 | % Position22.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker464287507 | Stock NameISHARES TR | $ Position$414,776,734 | % Position10.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker464287804 | Stock NameISHARES TR | $ Position$327,613,274 | % Position8.00% | $ Change18.00% | # Change-1.00% |
| Stck Ticker46435G326 | Stock NameISHARES TR | $ Position$274,408,182 | % Position6.00% | $ Change6.00% | # Change0.00% |
| Stck Ticker921937835 | Stock NameVANGUARD BD INDEX FDS | $ Position$229,507,343 | % Position5.00% | $ Change13.00% | # Change14.00% |
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T | $ Position$157,468,331 | % Position4.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker46434G103 | Stock NameISHARES INC | $ Position$190,015,246 | % Position4.00% | $ Change18.00% | # Change-1.00% |
| Stck Ticker808524870 | Stock NameSCHWAB STRATEGIC TR | $ Position$171,421,067 | % Position4.00% | $ Change5.00% | # Change6.00% |
| Stck Ticker46432F842 | Stock NameISHARES TR | $ Position$140,274,439 | % Position3.00% | $ Change4.00% | # Change-2.00% |
| Stck Ticker025072877 | Stock NameAMERICAN CENTY ETF TR | $ Position$127,497,141 | % Position3.00% | $ Change10.00% | # Change-3.00% |