Overview
Assets Under Management: $185 million
Headquarters: ITHACA, NY
High-Net-Worth Clients: 95
Average Client Assets: $1 million
Frequently Asked Questions
FINGERLAKES WEALTH 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 #149709), FINGERLAKES WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
FINGERLAKES WEALTH MANAGEMENT, INC. is headquartered in ITHACA, NY.
FINGERLAKES WEALTH MANAGEMENT, INC. serves 95 high-net-worth clients according to their SEC filing dated February 27, 2024. View client details ↓
According to their SEC Form ADV, FINGERLAKES WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
FINGERLAKES WEALTH MANAGEMENT, INC. manages $185 million in client assets according to their SEC filing dated February 27, 2024.
According to their SEC Form ADV, FINGERLAKES WEALTH MANAGEMENT, 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
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.94
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,374
Discretionary Accounts: 1,374
Regulatory Filings
CRD Number: 149709
Last Filing Date: 2024-02-27 00:00:00
Website: https://fingerlakeswm.com