| Total AUM | $82.2M |
| Discretionary | $82.2M100% of AUM |
| Client Accounts | 174 |
| Avg Account Size | $472K |
| Employees | 5 |
| Peak AUM | $82.2MMar 2026 |
Total AUM
$82M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $82M | +37.4% | +34.5% | +27.5% | |
| Discretionary AUM | |||||
| Total AUM | $82.2M |
| Discretionary | $82.2M |
| Employees | 5 |
| Client Accounts | 174 |
| Client Range | 0 |
Address
295 MAIN STREET
BUFFALO NY 14203
Phone
267-454-4585
Filing History
35 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$82M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $82M |
| +37.4% |
| +34.5% |
| +27.5% |
| Total Accounts | 174 | +37.0% | +48.0% | +39.5% |
| Avg Account Size | $472,159.943 | +0.3% | 9.1% | 8.6% |
| Employees | 5 | +25.0% | +18.0% | 0.0% |
| AUM / Employee | $16M | +9.9% | +14.0% | +27.5% |
Client AUM Segments | |||||
| Wealth AUM | $79M | +56.1% | +45.9% | +26.5% | |
| Institutional AUM | $3M | 64.3% | 25.9% | — | |
Client Count Segments | |||||
| HNW Clients | 155 | +37.2% | +53.9% | +48.2% | |
| Institutional | 2 | 33.3% | — | — | |
| Individuals | 17 | +54.5% | +27.7% | +8.9% | |