| As of Date | 02/11/2026 |
| Registration | SEC, Approved, 03/23/2006 |
|
|
|
| ADV Location | SYRACUSE, NY, United States |
| Contact Info | 315 xxxxxxx |
| Websites |
| AUM* | 779,900,000 19% |
| of that, discretionary | 779,900,000 19% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,041,623 11% |
| % High Net Worth | 98.43% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameApple Inc | $ Position$18,651 | % Position9.00% | $ Change12.00% | # Change-2.00% |
| Stck Ticker02079k107 | Stock NameAlphabet Inc Cap Stock Cl C | $ Position$17,393 | % Position8.00% | $ Change20.00% | # Change-3.00% |
| Stck Ticker38141g104 | Stock NameGoldman Sachs Group Inc | $ Position$14,045 | % Position7.00% | $ Change16.00% | # Change-3.00% |
| Stck Ticker458140100 | Stock NameIntel Corp | $ Position$7,832 | % Position4.00% | $ Change94.00% | # Change-39.00% |
| Stck Ticker136069101 | Stock NameCanadian Imperial Bank Comm To | $ Position$8,586 | % Position4.00% | $ Change20.00% | # Change-1.00% |
| Stck Ticker11271j107 | Stock NameBrookfield Corp Cl A | $ Position$7,020 | % Position3.00% | $ Change3.00% | # Change-2.00% |
| Stck Ticker097023105 | Stock NameBoeing Co | $ Position$5,870 | % Position3.00% | $ Change7.00% | # Change-2.00% |
| Stck Ticker833034101 | Stock NameSnap On Inc | $ Position$6,088 | % Position3.00% | $ Change9.00% | # Change-1.00% |
| Stck Tickerg87052109 | Stock NameTe Connectivity Plc | $ Position$6,635 | % Position3.00% | $ Change-5.00% | # Change-1.00% |
| Stck Ticker883556102 | Stock NameThermo Fisher Scientific Inc | $ Position$4,278 | % Position2.00% | $ Change0.00% | # Change-2.00% |