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Building 2PARKS CAPITAL

Map pinPITTSFORD, NY
Phone585-248-5700
NotebookSEC #801-65169
Total AUM
$82.9M
Employees
3
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
145 SULLY'S TRAIL
SUITE 5
PITTSFORD
NY 14534
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
585-248-5700
Other Offices
1

ReceiptFinancials

Total AUM
$82.9M
Accounts
315
Discretionary
$81.6M
Accounts
302
Non-Discretionary
$1.3M
Accounts
13

ContactClients

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Individual Clients
111
AUM
$22M
HNW Individual Clients
29
AUM
$58.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M
Charitable Organization Clients
1
AUM
$501.1K
Corporation or Business Clients
1
AUM
$323.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNY

HandshakeAffiliates

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

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