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Building 2TOMPKINS FINANCIAL ADVISORS

Map pinPITTSFORD, NY
Phone585.248.0050
NotebookSEC #801-18453
Total AUM
$632.8M
Employees
19
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
179 SULLY'S TRAIL
SUITE 200
PITTSFORD
NY 14534-4599
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
585.248.0050

ReceiptFinancials

Total AUM
$632.8M
Accounts
1,381
Discretionary
$632.8M
Accounts
1,381
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AZCACTFLGAMAMDNCNYOHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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