| As of Date | 06/05/2026 |
| Registration | SEC, 120-Day Approval, 02/06/2026 |
| ADV Location | SARATOGA SPRINGS, NY, United States |
| Contact Info | 518 xxxxxxx |
| Websites |
| AUM* | 271,777,434 |
| of that, discretionary | 271,777,434 |
| Number of Employees | 7 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 365,292 |
| % High Net Worth | 27.67% |
| 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
- Selection of other advisers
- Educational seminars/workshops
- 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