Overview
Assets Under Management: $813 million
Headquarters: PITTSFORD, NY
High-Net-Worth Clients: 129
Average Client Assets: $5 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: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.96
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 695
Discretionary Accounts: 662
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 289541
Last Filing Date: 2025-02-18 00:00:00
Website: https://highprobabilityadvisors.com