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Building 2FINGERLAKES WEALTH MANAGEMENT, INC.

Map pinITHACA, NY
Phone607-257-1008
NotebookSEC #801-69987
Total AUM
$285.4M
Employees
4
Clients
593

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 NORTH AURORA STREET
ITHACA
NY 14850
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
607-257-1008

ReceiptFinancials

Total AUM
$285.4M
Accounts
1,328
Discretionary
$285.4M
Accounts
1,328
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
477
AUM
$110.7M
HNW Individual Clients
87
AUM
$165.3M
Pension/Profit Sharing Plan Clients
19
AUM
$7.3M
Charitable Organization Clients
9
AUM
$1.6M
Corporation or Business Clients
1
AUM
$670K

Briefcase businessServices

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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
CACOFLMDNCNYPATXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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