| As of Date | 09/03/2026 |
| Registration | SEC, Approved, 04/09/1981 |
| ADV Location | EAST AMHERST, NY, United States |
| Contact Info | 716 xxxxxxx |
| Websites |
| AUM* | 975,191,940 43% |
| of that, discretionary | 953,486,088 39% |
| Number of Employees | 16 7% |
| of those in investment advisory functions | 10 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 434,965 24% |
| % High Net Worth | 39.70% 21% |
| SMA’s | Yes |
| 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
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds