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Building 2ALSWORTH CAPITAL MANAGEMENT, LLC

Map pinCORNING, NY
Phone(607) 973-2665
NotebookSEC #801-113550
Total AUM
$116.7M
Employees
8
Clients
179

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 WEST MARKET STREET
CORNING
NY 14830
United States
Operating Hours
9AM -5PM EST
Monday - Friday
Phone
(607) 973-2665
Other Offices
1

ReceiptFinancials

Total AUM
$116.7M
Accounts
438
Discretionary
$116.7M
Accounts
438
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
120
AUM
$28.3M
HNW Individual Clients
52
AUM
$74.7M
Pension/Profit Sharing Plan Clients
5
AUM
$7.4M
Charitable Organization Clients
1
AUM
$4.9M
Corporation or Business Clients
1
AUM
$1.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYPA

HandshakeAffiliates

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

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