| As of Date | 08/03/2026 |
| Registration | SEC, 120-Day Approval, 04/06/2026 |
| ADV Location | PITTSFORD, NY, United States |
| Contact Info | (58 xxxxxxx |
| Websites |
| AUM* | 287,933,766 |
| of that, discretionary | 287,933,766 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 509,617 |
| % High Net Worth | 46.21% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds