| Total AUM | $120.5M |
| Discretionary | $119.9M99% of AUM |
| Non-Discretionary | $629K |
| Client Accounts | 752 |
| Avg Account Size | $160K |
| Employees | 1 |
| Peak AUM | $120.5MFeb 2026 |
Total AUM
$121M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $121M | 0.0% | — | — | — |
| Discretionary AUM | $120M | 0.0% | |||
| Total AUM | $120.5M |
| Discretionary | $119.9M |
| Employees | 1 |
| Client Accounts | 752 |
Phone
315-925-6887
Filing History
2 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$120M
99.5% of AUM
Non-Discretionary
$629,151
0.5% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
— |
| Non-Disc. AUM | $629,151 | 0.0% | — | — | — |
| Total Accounts | 752 | 0.0% | — | — | — |
| Avg Account Size | $160,247.844 | 0.0% | — | — | — |
| Employees | 1 | 0.0% | — | — | — |
| AUM / Employee | $121M | 0.0% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $120M | 0.0% | — | — | — |
| Institutional AUM | $185,986 | 0.0% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 87 | 0.0% | — | — | — |
| Institutional | 1 | 0.0% | — | — | — |
| Individuals | 29 | 0.0% | — | — | — |