Fenimore Securities, Inc.
Firm details
- Headquarters
- Cobleskill, New York
- CRD number
- 104391
- Registered since
- June 20, 2001
- Website
- fenimoreasset.com
Firm profile
FINTRXOverview
Fenimore Securities, Inc. is organized as a corporation and is owned by an individual. In the source data the firm is classified as "Unclassified." It is not identified as a capital allocator or an active ESG investor, and it is not flagged as a pension consultant or a related adviser. Several standard fields—client base, fee structure, business activities and advisory activities—are not populated in the available record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Anne Putnam
Chief Executive OfficerCRD 4486527
Michael Balboa
Chief Financial OfficerCRD 6635684
Contacts
3 of 24
William Wise
Vice PresidentCRD 5815173
Shannon Almy
Senior Relationship ManagerCRD 5163406
Kevin Smith
Senior Client Relationship ManagerCRD 5203521
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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