Overview
Assets Under Management: $492 million
Headquarters: ITHACA, NY
High-Net-Worth Clients: 174
Average Client Assets: $3 million
Frequently Asked Questions
CORNELL POCHILY INVESTMENT ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145355), CORNELL POCHILY INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
CORNELL POCHILY INVESTMENT ADVISORS, INC. is headquartered in ITHACA, NY.
CORNELL POCHILY INVESTMENT ADVISORS, INC. serves 174 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, CORNELL POCHILY INVESTMENT ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CORNELL POCHILY INVESTMENT ADVISORS, INC. manages $492 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, CORNELL POCHILY INVESTMENT ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 174
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,228
Discretionary Accounts: 1,228
Regulatory Filings
CRD Number: 145355
Last Filing Date: 2024-03-28 00:00:00
Website: https://cornellpochily.com