| Total AUM | $89.5M |
| Discretionary | $84.1M94% of AUM |
| Non-Discretionary | $5.4M |
| Client Accounts | 130 |
| Avg Account Size | $688K |
| Employees | 3 |
| Peak AUM | $89.5MJan 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $89M | +41.3% | +23.7% | +14.2% | |
| Discretionary AUM | |||||
| Total AUM | $89.5M |
| Discretionary | $84.1M |
| Employees | 3 |
| Client Accounts | 130 |
| Client Range | 51-100 |
Phone
315-382-4843
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$84M
94.0% of AUM
Non-Discretionary
$5M
6.0% of AUM
Disc. mix ▲ 1.2pp vs 1 year ago
| +10.6% /yrover 8 yrs · 21 filings |
Total AUM
$89M
| $84M |
| +43.1% |
| +24.6% |
| +14.6% |
| Non-Disc. AUM | $5M | +17.5% | +12.3% | +9.9% |
| Total Accounts | 130 | +18.2% | +3.3% | +4.0% |
| Avg Account Size | $688,348.562 | +19.5% | +19.8% | +9.9% |
| Employees | 3 | 0.0% | 0.0% | +8.4% |
| AUM / Employee | $30M | +41.3% | +23.7% | +5.3% |
Client AUM Segments | |||||
| Wealth AUM | $84M | +42.7% | +27.5% | +16.5% | |
| Institutional AUM | $6M | +24.1% | +7.7% | +5.6% | |
Client Count Segments | |||||
| HNW Clients | 33 | +13.8% | +2.1% | +4.9% | |
| Institutional | 4 | +100.0% | +26.0% | +14.9% | |
| Individuals | 42 | +10.5% | +11.9% | +7.7% | |