Overview
Assets Under Management: $492 million
Headquarters: ITHACA, NY
High-Net-Worth Clients: 174
Average Client Assets: $3 million
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