| As of Date | 01/08/2026 |
| Registration | SEC, Approved, 01/29/2013 |
| ADV Location | SARATOGA SPRINGS, NY, United States |
| Contact Info | 866 xxxxxxx |
| AUM* | 298,756,272 -10% |
| of that, discretionary | 114,717,010 7% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 784,137 5% |
| % High Net Worth | 16.76% 17% |
| 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
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds