| Total AUM | $166.0M |
| Discretionary | $166.0M100% of AUM |
| Client Accounts | 487 |
| Avg Account Size | $341K |
| Employees | 4 |
| Peak AUM | $166.0MMar 2026 |
| AUM CAGR | +9.5% /yrover 18 yrs · 24 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $166M | +23.5% | +17.9% | +18.2% | |
| Discretionary AUM | |||||
| Total AUM | $166.0M |
| Discretionary | $166.0M |
| Employees | 4 |
| Client Accounts | 487 |
| Client Range | 251-500 |
Address
470 LONG POND ROAD SUITE 200
ROCHESTER NY 14612
Phone
585-720-9971
Filing History
24 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$166M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$166M
| $166M |
| +23.5% |
| +17.9% |
| +18.2% |
| Total Accounts | 487 | +14.1% | +9.8% | +14.7% |
| Avg Account Size | $340,862.423 | +8.3% | +7.4% | +3.0% |
| Employees | 4 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $42M | +23.5% | +17.9% | +18.2% |
Client AUM Segments | |||||
| Wealth AUM | $165M | +23.5% | +18.0% | +18.3% | |
| Institutional AUM | $700,000 | +40.0% | 4.4% | +11.4% | |
Client Count Segments | |||||
| HNW Clients | 436 | +15.0% | +8.9% | +14.9% | |
| Individuals | 51 | +8.5% | +23.6% | +15.3% | |