| As of Date | 09/25/2026 |
| Registration | SEC, Approved, 04/19/1991 |
| ADV Location | LOCKPORT, NY, United States |
| Contact Info | 716 xxxxxxx |
| Websites |
| AUM* | 5,810,307 -78% |
| of that, discretionary | 5,810,307 -78% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 103,755 -52% |
| % High Net Worth | < 0.01% -100% |
| 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
No private funds