| As of Date | 07/28/2026 |
| Registration | SEC, Approved, 04/16/2015 |
| ADV Location | BINGHAMTON, NY, United States |
| Contact Info | (60 xxxxxxx |
| Websites |
| AUM* | 567,976,608 34% |
| of that, discretionary | 567,976,608 34% |
| Number of Employees | 28 100% |
| of those in investment advisory functions | 18 29% |
| Private Fund GAV* | 0 |
| Avg Account Size | 280,206 13% |
| % High Net Worth | 23.85% 5% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds