Adviser Profile
| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 04/10/2025 |
|
|
|
| Former registrations | |
| ADV Location | CAZENOVIA, NY, United States |
| Contact Info | 315 xxxxxxx |
| Websites |
| AUM* | 36,628,571 25% |
| of that, discretionary | 36,628,571 25% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 211,726 20% |
| % High Net Worth | 10.53% 10% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Mid-sized advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
37M
31M
26M
21M
16M
10M
5M
2025
2026
Private Funds
No private funds