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Building 2ROOTED PLANNING GROUP

Map pinCORNING, NY
Phone607-438-2761
NotebookSEC #801-112546
Total AUM
$157M
Employees
7
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 EAST MARKET STREET
CORNING
NY 14830
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
607-438-2761
Other Offices
4

ReceiptFinancials

Total AUM
$157M
Accounts
776
Discretionary
$155M
Accounts
774
Non-Discretionary
$2M
Accounts
2

ContactClients

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Individual Clients
138
AUM
$46.1M
HNW Individual Clients
80
AUM
$106.9M
Pension/Profit Sharing Plan Clients
6
AUM
$2.4M
Charitable Organization Clients
5
AUM
$1.6M
Corporation or Business Clients
1
AUM
$488

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAILMANCNYOKPATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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