| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 12/19/1996 |
| ADV Location | EAST SYRACUSE, NY, United States |
| Contact Info | 315 xxxxxxx |
| Websites |
| AUM* | 433,140 -6% |
| of that, discretionary | 433,140 -6% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 433,140 -6% |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
No private funds