OCCAM CAPITAL MANAGEMENT, LLC

1303 Marsh Road, Ste 4
Pittsford, New York 14534-1742
Tel: 585-218-0310

About OCCAM CAPITAL MANAGEMENT, LLC

OCCAM CAPITAL MANAGEMENT, LLC, formally registered with the SEC as OCCAM CAPITAL MANAGEMENT, LLC. The firm was established in 04/03/2001. They have over 1 offices throughout the country.

OCCAM CAPITAL MANAGEMENT, LLC is a Pittsford, New York based Financial Planning firm with nearly $67,535,605 assets under management, offering retirement planning & investment advisory services to 216 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108201
SEC#	801-60137
Assets Managed by Firm	$67,535,605
No. of Clients	216
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONSULTING SERVICES-HOURLY)

Firm Client Information

	No. of Clients	AUM
Firm Total	216	$67,535,605
Individuals (other than high net worth individuals)	83	$44,003,741
High net worth individuals	11	$22,799,891
Pension and profit sharing plans	Fewer than 5 clients	$731,973

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