| As of Date | 01/20/2026 |
| Registration | SEC, Approved, 05/29/2007 |
| ADV Location | ELMIRA, NY, United States |
| Contact Info | 607 xxxxxxx |
| Websites |
| AUM* | 316,510,000 46% |
| of that, discretionary | 310,795,000 44% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 679,206 34% |
| % High Net Worth | 14.90% 15% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds