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INVESTMENT ADVISOR GROUP
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$72.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 72.0M |
| Non-Discretionary | 274K |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 312448 |
| SEC Number | 801-120292 |
| Phone | 607-930-4338 |
| Total Employees | 3 |
Client Count by Type (129 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 120 |
| High Net Worth Individual… | 8 |
| Charitable Organizations | 1 |
County data not available for this organization.