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Building 2FENIMORE ASSET MANAGEMENT, INC.

Map pinCOBLESKILL, NY
Phone518-234-4393
NotebookSEC #801-10429
Total AUM
$5.4B
Employees
43
Clients
682

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
384 NORTH GRAND STREET
COBLESKILL
NY 12043
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
518-234-4393
Other Offices
1

ReceiptFinancials

Total AUM
$5.4B
Accounts
1,192
Discretionary
$5.4B
Accounts
1,192
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
177
AUM
$109.7M
HNW Individual Clients
399
AUM
$1.6B
Investment Company Clients
3
AUM
$3B
Pooled Vehicle Clients
1
AUM
$48M
Pension/Profit Sharing Plan Clients
20
AUM
$259.4M
Charitable Organization Clients
68
AUM
$283.3M
Insurance Company Clients
1
AUM
$37.7M
Corporation or Business Clients
13
AUM
$122.8M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGAILMAMDNCNJNYPASCTXVAVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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