| As of Date | 09/16/2026 |
| Registration | SEC, Approved, 07/06/1983 |
| ADV Location | ELMIRA, NY, United States |
| Contact Info | 607 xxxxxxx |
| Websites |
| AUM* | 819,997,583 24% |
| of that, discretionary | 813,907,510 25% |
| Number of Employees | 11 10% |
| of those in investment advisory functions | 7 17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 411,645 20% |
| % High Net Worth | 50.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name DANNIBLE & MCKEE LLP | Filing Date10/29/2025 | Form ADV-E View Report |
| Accounting Firm Name DANNIBLE & MCKEE LLP | Filing Date10/17/2024 | Form ADV-E View Report |
| Accounting Firm Name DANNIBLE & MCKEE LLP | Filing Date11/28/2023 | Form ADV-E View Report |