| As of Date | 07/01/2026 |
| Registration | SEC, Approved, 04/11/2013 |
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| ADV Location | HONEOYE FALLS, NY, United States |
| Contact Info | 585 xxxxxxx |
| AUM* | 109,818,955 30% |
| of that, discretionary | 90,011,266 52% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 722,493 28% |
| % High Net Worth | 55.26% -1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds