Assets Under Management
$146.7M
Number of Clients
231
Number of Advisors
2
Average Client AUM
$635K
AUM per Advisor
$73.4M
Compensation
Fee-Only (AUM)
No information provided in the document.
I am unable to provide a fee summary as no brochure text was provided.
5784 Widewaters Parkway, First Floor, Dewitt, NY, 13214