| As of Date | 02/04/2026 |
| Registration | SEC, Approved, 04/01/2009 |
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| ADV Location | DEWITT, NY, United States |
| Contact Info | 315 xxxxxxx |
| Websites |
| AUM* | 159,068,338 28% |
| of that, discretionary | 0 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 356,655 30% |
| % High Net Worth | 40.55% 11% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
No private funds