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Building 2INVESTMENT ADVISOR GROUP

Map pin
Phone607-930-4338
NotebookSEC #801-120292
Total AUM
$81M
Employees
3
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
607-930-4338
Other Offices
2

ReceiptFinancials

Total AUM
$81M
Accounts
244
Discretionary
$80.6M
Accounts
243
Non-Discretionary
$350.4K
Accounts
1

ContactClients

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Individual Clients
113
AUM
$39.1M
HNW Individual Clients
10
AUM
$41.6M
Charitable Organization Clients
1
AUM
$212K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SERVICE AND CONSULTING FEES FROM REPRESENTATIVES

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Violation Finding
State Registrations
CTDEFLNHNJNYPATX

HandshakeAffiliates

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

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