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Building 2SALZMAN & CO., INC.

Map pinPITTSFORD, NY
Phone(585) 586-7644
NotebookSEC #801-73073
Total AUM
$162.2M
Employees
2
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 OFFICE PARK WAY
SUITE 126
PITTSFORD
NY 14534
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(585) 586-7644

ReceiptFinancials

Total AUM
$162.2M
Accounts
4
Discretionary
$162.2M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$18.4M
Pooled Vehicle Clients
3
AUM
$143.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
DENYTX

HandshakeAffiliates

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

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