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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