| As of Date | 03/10/2026 |
| Registration | SEC, Approved, 09/30/2013 |
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| ADV Location | PITTSFORD, NY, United States |
| Contact Info | 585 xxxxxxx |
| Websites |
| AUM* | 310,511,226 2% |
| of that, discretionary | 310,511,226 2% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,430,927 -8% |
| % High Net Worth | 75.47% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds