Overview
Assets Under Management: $5.4 billion
Headquarters: COBLESKILL, NY
High-Net-Worth Clients: 367
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 367
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.26
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,164
Discretionary Accounts: 1,164
Regulatory Filings
CRD Number: 110946
Filing ID: 1987837
Last Filing Date: 2025-05-06 16:33:00
Website: https://fenimoreasset.com