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Building 2OCCAM CAPITAL MANAGEMENT, LLC

Map pinPITTSFORD, NY
Phone585-218-0310
NotebookSEC #801-60137
Total AUM
$67.4M
Employees
2
Clients
147

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 LOCKWOOD DRIVE
SUITE 200
PITTSFORD
NY 14534-1742
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
585-218-0310

ReceiptFinancials

Total AUM
$67.4M
Accounts
207
Discretionary
$67.4M
Accounts
207
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
138
AUM
$43.1M
HNW Individual Clients
9
AUM
$24.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES-HOURLY
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 0 other businesses.

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