| Total AUM | $290.6M |
| Discretionary | $290.6M100% of AUM |
| Client Accounts | 986 |
| Avg Account Size | $295K |
| Employees | 16 |
| Peak AUM | $290.6MMar 2026 |
| AUM CAGR | +37.3% /yrover 18 yrs · 38 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $291M | +1.8% | +16.8% | +16.9% | |
| Discretionary AUM | |||||
| Total AUM | $290.6M |
| Discretionary | $290.6M |
| Employees | 16 |
| Client Accounts | 986 |
| Client Range | 0 |
Address
112 ALBANY STREET
CAZENOVIA NY 13035
Phone
315-655-2964
Filing History
38 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$291M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$291M
| $291M |
| +1.8% |
| +16.8% |
| +16.9% |
| Total Accounts | 986 | +30.4% | +14.9% | +12.4% |
| Avg Account Size | $294,756.346 | 22.0% | +1.6% | +4.0% |
| Employees | 16 | 11.1% | 8.4% | +9.9% |
| AUM / Employee | $18M | +14.5% | +27.6% | +6.4% |
Client AUM Segments | |||||
| Wealth AUM | $263M | +1.3% | +18.4% | +20.6% | |
| Institutional AUM | $28M | +6.8% | +4.8% | 1.4% | |
Client Count Segments | |||||
| HNW Clients | 608 | 11.9% | +1.0% | +7.8% | |
| Institutional | 6 | 45.5% | 25.7% | 17.8% | |
| Individuals | 68 | +25.9% | +20.8% | +35.3% | |