| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 05/21/2008 |
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| ADV Location | ROCHESTER, NY, United States |
| Contact Info | 585 xxxxxxx |
| Websites |
| AUM* | 166,000,000 47% |
| of that, discretionary | 166,000,000 47% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 340,862 11% |
| % High Net Worth | 10.43% 16% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds