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FINGERLAKES WEALTH MANAGEMENT, INC.
Tel: 607-257-1008
450 North Aurora Street Ithaca, New York 14850
FINGERLAKES WEALTH MANAGEMENT, INC.
FINGERLAKES WEALTH MANAGEMENT, INC. is a Ithaca, New York based financial advisory firm with nearly $184,536,327 in assets under management and provides investment advisory services for 1374 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
149709
SEC#:
801-69987
No. of Clients:
1374
Assets under Management
$184,536,327
No. of Advisors:
3
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