| Total AUM | $420.3M |
| Discretionary | $415.1M99% of AUM |
| Non-Discretionary | $5.2M |
| Client Accounts | 1,531 |
| Avg Account Size | $275K |
| Employees | 4 |
| Peak AUM | $420.3MFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $420M | +12.0% | +13.5% | +13.4% | |
| Discretionary AUM | |||||
| Total AUM | $420.3M |
| Discretionary | $415.1M |
| Employees | 4 |
| Client Accounts | 1531 |
| Client Range | 11-25 |
Address
46 SOUTH STREET
AUBURN NY 13021
Phone
315-554-3020
Filing History
36 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$415M
98.8% of AUM
Non-Discretionary
$5M
1.2% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$420M
| $415M |
| +12.2% |
| +13.7% |
| +13.6% |
| Non-Disc. AUM | $5M | +2.2% | +4.6% | +0.9% |
| Total Accounts | 2k | 4.6% | +0.9% | +6.9% |
| Avg Account Size | $274,552.416 | +17.4% | +12.5% | +6.1% |
| Employees | 4 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $105M | +12.0% | +13.5% | +13.4% |
Client AUM Segments | |||||
| Wealth AUM | $403M | +12.5% | +16.3% | +16.1% | |
| Institutional AUM | $17M | +1.3% | 17.9% | 12.3% | |
Client Count Segments | |||||
| HNW Clients | 426 | 3.2% | +4.5% | +7.6% | |
| Institutional | 13 | 0.0% | 14.8% | 4.1% | |
| Individuals | 118 | +22.9% | +16.3% | +14.1% | |