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Building 2NO OTHER PRIMARY BUSINESS NAME

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Phone315-967-9418
NotebookSEC #801-107433
Total AUM
$30.1M
Employees
0
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
Monday - Friday
Phone
315-967-9418

ReceiptFinancials

Total AUM
$30.1M
Accounts
94
Discretionary
$30.1M
Accounts
94
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
87
AUM
$9.2M
HNW Individual Clients
4
AUM
$13.2M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
3
AUM
$7.7M
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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