Fenimore Securities, Inc.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
26
Avg account
$0

Firm details

Headquarters
Cobleskill, New York
CRD number
104391
Registered since
June 20, 2001

Firm profile

FINTRX

Overview

Fenimore Securities, Inc. is organized as a corporation and is SEC-registered (since 2001). The firm is owned by an individual and is classified in FINTRX as "Unclassified." The snapshot data indicates the firm is not a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, and does not act as a pension consultant or related adviser. FINTRX does not supply details on the firm's fee model, specific business activities, or advisory offerings.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Anne Putnam

    Anne Putnam

    Chief Executive OfficerCRD 4486527

  • Michael Balboa

    Michael Balboa

    Chief Financial OfficerCRD 6635684

Contacts

3 of 24
  • William Wise

    William Wise

    Vice PresidentCRD 5815173

  • Shannon Almy

    Shannon Almy

    Senior Relationship ManagerCRD 5163406

  • Kevin Smith

    Kevin Smith

    Senior Client Relationship ManagerCRD 5203521

Unlock 21 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cobleskill, NY

Schoharie

Location

Cobleskill, NY

Headquartered in Cobleskill, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
Schoharie
Address
384 N Grand St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth