| As of Date | 07/02/2026 |
| Registration | SEC, 120-Day Approval, 04/22/2026 |
| ADV Location | ROCHESTER, NY, United States |
| Contact Info | 585 xxxxxxx |
| Websites |
| AUM* | 33,720,036 |
| of that, discretionary | 33,720,036 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 168,600 |
| % High Net Worth | 7.58% |
| 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
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds