Adviser Profile

As of Date 03/10/2026
Registration SEC, Approved, 09/30/2013
Other registrations (1)
ADV Location PITTSFORD, NY, United States
Contact Info 585 xxxxxxx
Websites
AUM* 310,511,226 2%
of that, discretionary 310,511,226 2%
Number of Employees 6 20%
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 1,430,927 -8%
% High Net Worth 75.47% 4%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

311M 266M 222M 177M 133M 89M 44M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary