Pittsford Capital Markets, Inc is an internet adviser based in Pittsford. It manages $10.82 million of regulatory assets for 122 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Pittsford Capital Markets provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pittsford Capital Markets, Inc is $10.82 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pittsford Capital Markets, Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark James Palazzo has been acting as President since 1 Mar 1994. Edward Lawrence Tackaberry joined the executive team most recently as the Chairman.
The principal office where Pittsford Capital Markets, Inc performs its advisory services is located at 170 Office Park Way, Pittsford, NY 14534, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 585-385-2700 or by fax 585-385-2716. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at pittsfordcapital.com.