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Home > Retirement Planners > new york > ithaca > FINGERLAKES WEALTH MANAGEMENT, INC.
FINGERLAKES WEALTH MANAGEMENT, INC.
450 North Aurora Street
Ithaca, New York 14850
Tel: 607-257-1008
About FINGERLAKES WEALTH MANAGEMENT, INC.
FINGERLAKES WEALTH MANAGEMENT, INC, formally registered with the SEC as FINGERLAKES WEALTH MANAGEMENT, INC. The firm was established in 03/31/2009. They have over 1 offices throughout the country.
FINGERLAKES WEALTH MANAGEMENT, INC. is a Ithaca, New York based Financial Planning firm with nearly $184,536,327 assets under management, offering retirement planning & investment advisory services to 1374 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149709 |
| SEC# | 801-69987 |
| Assets Managed by Firm | $184,536,327 |
| No. of Clients | 1374 |
| No. of Advisors | 3 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1374 | $184,536,327 |
| Individuals (other than high net worth individuals) | 403 | $59,458,987 |
| High net worth individuals | 85 | $122,258,150 |
| Pension and profit sharing plans | 6 | $2,370,785 |
| Charitable organizations | 4 | $448,405 |
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