| As of Date | 07/21/2026 |
| Registration | SEC, 120-Day Approval, 04/21/2026 |
| ADV Location | PITTSFORD, NY, United States |
| Contact Info | 585 xxxxxxx |
| Websites |
| AUM* | 34,053,630 |
| of that, discretionary | 15,743,630 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 873,170 |
| % High Net Worth | 28.57% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds