Fingerlakes Wealth Management, Inc.

RIASEC RegisteredEst. 2009
Total AUM
$285M
Discretionary
$285M
100% of AUM
Avg account
$215K
Accounts
1,328
Employees
4
Advisory reps
4

Firm details

Headquarters
Ithaca, New York
CRD number
149709
Registered since
March 31, 2009
Website
www.fingerlakeswm.com
Custodians
CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI57.9%
  • Individuals38.77%
  • Pension & Profit Sharing Plans2.54%
  • Charitable Organizations0.55%
  • Corporations / Businesses0.23%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Fingerlakes Wealth Management, Inc. is a privately owned corporate RIA that has been SEC-registered since 2009 and serves both individuals/families and institutional clients. The firm functions as a capital allocator and provides a mix of financial planning, portfolio management for individual and business/institutional clients, pension consulting and selection of other advisers. Fee arrangements include assets-under-management, hourly and fixed-fee structures. The firm identifies as an active ESG investor and reports broker‑dealer and insurance company affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

Asset composition

Asset composition: Public Funds/Mutual Funds 72%, Exchange Traded Equities 20%, Cash & Cash Equivalents 5%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%72%
  • Public Funds/Mutual Funds72%
  • Exchange Traded Equities20%
  • Cash & Cash Equivalents5%
  • US Government Bonds1%
  • State & Local Bonds1%

Contacts

3 of 4
  • Melissa Vanderhoof

    Melissa Vanderhoof

    Managing PartnerCRD 4212452

  • Susan Mccormick

    Susan Mccormick

    Managing PartnerCRD 3074871

  • Ksenia Trikoz

    Ksenia Trikoz

    Client Service ManagerCRD 5545294

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 92

Active vs passive

$189M in ETFs

Passive

94%

$179M

Active

<1%

$10.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD WORLD FUND (MGK)VanguardPassiveLarge Growth$12.8M145,5536.76%
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Location

Primary office

Ithaca, NY

Tompkins

Location

Ithaca, NY

Headquartered in Ithaca, NY, anchoring the Ithaca-Cortland, NY metro in the Northeast.

Metro area
Ithaca-Cortland, NY
Region
Northeast
County
Tompkins
Address
450 N Aurora St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth