| As of Date | 09/11/2026 |
| Registration | SEC, Approved, 08/07/1987 |
| ADV Location | PITTSFORD, NY, United States |
| Contact Info | 585 xxxxxxx |
| Websites |
| AUM* | 437,897,844 9% |
| of that, discretionary | 186,237,381 34% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,085,228 1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
No private funds