CORNELL POCHILY INVESTMENT ADVISORS, INC.

2415 North Triphammer Road
Suite 1
Ithaca, New York 14850-1094
Tel: 607-391-7080

About CORNELL POCHILY INVESTMENT ADVISORS, INC.

CORNELL POCHILY INVESTMENT ADVISORS, INC, formally registered with the SEC as CORNELL POCHILY INVESTMENT ADVISORS, INC. The firm was established in 10/24/2007. They have over 1 offices throughout the country.

CORNELL POCHILY INVESTMENT ADVISORS, INC. is a Ithaca, New York based Financial Planning firm with nearly $492,150,125 assets under management, offering retirement planning & investment advisory services to 1228 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145355
SEC#	801-68467
Assets Managed by Firm	$492,150,125
No. of Clients	1228
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1228	$492,150,125
Individuals (other than high net worth individuals)	357	$92,490,697
High net worth individuals	168	$391,680,344
Pension and profit sharing plans	Fewer than 5 clients	$5,070,773
Corporations or other businesses	Fewer than 5 clients	$2,908,311

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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