Overview
Assets Under Management: $334 million
Headquarters: SARATOGA SPRINGS, NY
High-Net-Worth Clients: 28
Average Client Assets: $10 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.17
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 447
Discretionary Accounts: 262
Non-Discretionary Accounts: 185
Regulatory Filings
CRD Number: 166276
Last Filing Date: 2025-01-15 00:00:00