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Fingerlakes Wealth Management, Inc.

● SEC registered since 2009CRD 149709SEC# 801-69987Ithaca, NY
Export (members)
Reg. AUM
$231.6M
Employees
3
Accounts
1,289
Location
Ithaca, NY

Fingerlakes Wealth Management, Inc. assets under management

Fingerlakes Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Ithaca, NY. The firm has been registered since 2009. It reports $231.6 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/fingerlakes-wealth-managementView on SEC.gov ↗

Fingerlakes Wealth Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Marshall McCormick ControlManaging Partner & Chief Compliance OfficerUnder 5%2018
Melissa S. Vanderhoof ControlManaging PartnerUnder 5%2020
Susan Devitt McCormick ControlChief Executive Officer & FounderOver 75%2009

Frequently asked questions

How much does Fingerlakes Wealth Management, Inc. manage?

Fingerlakes Wealth Management, Inc. reports $231.6 million in regulatory assets under management on its Form ADV.

How many employees does Fingerlakes Wealth Management, Inc. have?

Fingerlakes Wealth Management, Inc. reports 3 employees.

Where is Fingerlakes Wealth Management, Inc. located?

Fingerlakes Wealth Management, Inc. is based in Ithaca, NY and has been SEC-registered since 2009.

Does Fingerlakes Wealth Management, Inc. disclose fund performance?

Fingerlakes Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address450 North Aurora Street, Ithaca, NY 14850
Phone607-257-1008
Fax914-819-0210
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$231.6M
Non-discretionary$0
Total (RAUM)$231.6M