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Building 2STEPHEN P. MOULTON & ASSOCIATES, LTD.

Map pinLEROY, NY
Phone585-768-8760
NotebookSEC #801-47378
Total AUM
$42M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7133 WEST MAIN
LEROY
NY 14482
United States
Operating Hours
9AM-4PM
Monday - Friday
Phone
585-768-8760

ReceiptFinancials

Total AUM
$42M
Accounts
95
Discretionary
$41.2M
Accounts
88
Non-Discretionary
$771.7K
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

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

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