Overview
Assets Under Management: $338 million
Headquarters: VICTOR, NY
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.47
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,298
Discretionary Accounts: 1,107
Non-Discretionary Accounts: 191
Regulatory Filings
CRD Number: 314685
Filing ID: 1992365
Last Filing Date: 2025-05-21 16:56:00
Website: https://thepittigroup.com