| Total AUM | $67.4M |
| Discretionary | $67.4M100% of AUM |
| Client Accounts | 207 |
| Avg Account Size | $326K |
| Employees | 2 |
| Peak AUM | $67.5MMar 2024 |
| AUM CAGR | +2.7% /yrover 25 yrs · 43 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $67M | +2.2% | +0.0% | +0.9% | |
| Discretionary AUM | $67M | ||||
| Total AUM | $67.4M |
| Discretionary | $67.4M |
| Employees | 2 |
| Client Accounts | 207 |
| Client Range | 1-10 |
Address
1 LOCKWOOD DRIVE
PITTSFORD NY 14534-1742
Phone
585-218-0310
Filing History
43 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$67M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$67M
| +2.2% |
| +0.0% |
| +0.9% |
| Total Accounts | 207 | 10.0% | 1.9% | 1.3% |
| Avg Account Size | $325,619.531 | +13.6% | +1.9% | +2.3% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $34M | +2.2% | +0.0% | +0.9% |
Client AUM Segments | |||||
| Wealth AUM | $67M | +2.2% | +0.4% | +1.3% | |
Client Count Segments | |||||
| HNW Clients | 138 | +64.3% | +20.9% | 0.3% | |
| Individuals | 9 | 18.2% | 13.7% | 35.4% | |