Adviser Profile
| As of Date | 03/20/2026 |
| Registration | SEC, Approved, 08/18/2025 |
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| Former registrations | |
| ADV Location | PITTSFORD, NY, United States |
| Contact Info | 1-8 xxxxxxx |
| Websites |
| AUM* | 64,279,683 |
| of that, discretionary | 64,279,683 100% |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 431,407 |
| % High Net Worth | 54.17% |
| 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
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
64M
55M
46M
37M
28M
18M
9M
2025
2026
Private Funds
No private funds