1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HONEOYE FALLS CAPITAL LLC

Map pinHONEOYE FALLS, NY
Phone(585) 770-7171
NotebookSEC #801-131990
Total AUM
$67M
Employees
2
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21 NORTON STREET
HONEOYE FALLS
NY 14472
United States
Operating Hours
9:00A.M. - 5:00P.M.
Monday - Friday
Phone
(585) 770-7171

ReceiptFinancials

Total AUM
$67M
Accounts
25
Discretionary
$67M
Accounts
25
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
5
AUM
$62M
HNW Individual Clients
9
AUM
$4M
Corporation or Business Clients
3
AUM
$1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account