| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 11/22/1996 |
| ADV Location | MENDON, NY, United States |
| Contact Info | (58 xxxxxxx |
| Websites |
| AUM* | 50,745,803 22% |
| of that, discretionary | 50,745,803 22% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,879,474 9% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Investment companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
No private funds