Overview
Assets Under Management: $185 million
Headquarters: ITHACA, NY
High-Net-Worth Clients: 95
Average Client Assets: $1 million
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