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Building 2DISCIPLINED CAPITAL MANAGEMENT

Map pinSYRACUSE, NY
Phone315-476-8200
NotebookSEC #801-107062
Total AUM
$391.1M
Employees
5
Clients
84

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 SOUTH WARREN STREET
10TH FLOOR
SYRACUSE
NY 13202
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
315-476-8200

ReceiptFinancials

Total AUM
$391.1M
Accounts
88
Discretionary
$391.1M
Accounts
88
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$3.2M
HNW Individual Clients
1
AUM
$5M
Pension/Profit Sharing Plan Clients
1
AUM
$72.4M
Charitable Organization Clients
56
AUM
$203.3M
Insurance Company Clients
6
AUM
$99.7M
Corporation or Business Clients
1
AUM
$7.6M

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order Entry
State Registrations
FLNYVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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