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Building 2CORNELL POCHILY INVESTMENT ADVISORS, INC.

Map pinITHACA, NY
Phone607-391-7080
NotebookSEC #801-68467
Total AUM
$654.4M
Employees
5
Clients
555

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2415 NORTH TRIPHAMMER ROAD
SUITE 1
ITHACA
NY 14850-1094
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
607-391-7080

ReceiptFinancials

Total AUM
$654.4M
Accounts
1,322
Discretionary
$654.4M
Accounts
1,322
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
350
AUM
$102.3M
HNW Individual Clients
199
AUM
$546.1M
Corporation or Business Clients
6
AUM
$6.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMDNCNENHNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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