Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > tennessee > nashville > OCCAM CAPITAL MANAGEMENT, LLC
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 |
More Retirement Planning firms in Pittsford, New York:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Pittsford, New York