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Building 2ONE HOPPER ASSET MANAGEMENT

Map pinUTICA, NY
Phone315-734-1410
NotebookSEC #801-126078
Total AUM
$57.5M
Employees
3
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
2520 GENESEE STREET
UTICA
NY 13502
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
315-734-1410

ReceiptFinancials

Total AUM
$57.5M
Accounts
124
Discretionary
$57.5M
Accounts
124
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
57
AUM
$20.2M
HNW Individual Clients
8
AUM
$29.5M
Charitable Organization Clients
1
AUM
$7.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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

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