Overview
Assets Under Management: $217 million
Headquarters: CLIFTON PARK, NY
High-Net-Worth Clients: 88
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.62
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 568
Discretionary Accounts: 568
Regulatory Filings
CRD Number: 125689
Last Filing Date: 2024-03-26 00:00:00
Website: https://cfany.com