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NO OTHER PRIMARY BUSINESS NAME
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$27M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 27.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 120371 |
| SEC Number | 801-107433 |
| Phone | 315-967-9418 |
| Business Types | accountant |
Client Count by Type (101 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 91 |
| High Net Worth Individual… | 5 |
| Pension/Profit Sharing Pl… | 5 |
County data not available for this organization.