Overview
Assets Under Management: $5.4 billion
Headquarters: COBLESKILL, NY
High-Net-Worth Clients: 367
Average Client Assets: $4 million
Frequently Asked Questions
FENIMORE ASSET MANAGEMENT, 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 #110946), FENIMORE ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
FENIMORE ASSET MANAGEMENT, INC. is headquartered in COBLESKILL, NY.
FENIMORE ASSET MANAGEMENT, INC. serves 367 high-net-worth clients according to their SEC filing dated May 06, 2025. View client details ↓
According to their SEC Form ADV, FENIMORE ASSET MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
FENIMORE ASSET MANAGEMENT, INC. manages $5.4 billion in client assets according to their SEC filing dated May 06, 2025.
According to their SEC Form ADV, FENIMORE ASSET MANAGEMENT, INC. serves high-net-worth individuals, businesses, institutional clients, and pension and profit-sharing plans. View client details ↓
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