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⚲
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| Fingerlakes Wealth Management Inc
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|
|
|---|---|
| CRD # | 149709 |
| SEC # | 801-69987 |
| CIK # | 0001910248 |
| AUM | $147.9 MM (2023-03-28) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 607-257-1008 |
| Address | 450 North Aurora Street Ithaca, NY 14850 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 6.0 | |
| LOW | 111,668.6 | 1.6 | |
| CSX | 63,357.9 | 1.5 | |
| MSFT | 1,918,222.4 | 1.3 | |
| NEE | 150,166.4 | 1.2 | |
| HD | 277,648.0 | 1.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 415 | 63.5 |
| (b) Individuals (high net worth individuals) | 50 | 82.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 2.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,094 | 147.9 |
| By Discretionary | ||
| Discretionary | 1,094 | 147.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,094 | 147.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.9 | |
| Total | 1,094 | 147.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001910248] |
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|---|---|---|
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