FLOWER CITY CAPITAL LLC
Firm details
- Headquarters
- PITTSFORD, New York
- CRD number
- 281503
- Registered since
- July 19, 2018
- Website
- flowercitycapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.92%
- Individuals11.21%
- Pooled Investment Vehicles8.86%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Flower City Capital LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2018. The firm is owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. Its fee model combines percentage-of-AUM billing with fixed-fee engagements. Core advisory services listed on the firm’s filings are financial planning and discretionary portfolio management for individuals, small businesses and pooled investment vehicles. Flower City identifies itself as not being an active ESG investor. Flower City also takes on sponsor/manager roles in private pooled vehicles — the firm acts as a sponsor, general partner and managing member for funds it advises, indicating some in-house capacity to originate or control private investments in addition to placing client capital with third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds87%
- Private Funds8%
- Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Vincent Crane
Partner, Chief Operating Officer & Chief Compliance OfficerCRD 7446042
Contacts
3 of 5Catherine Arnold
Wealth AdvisorCRD 5169384
MICHAEL RIZZOLO
Partner and Senior Wealth AdvisorCRD 5537692
Jeremy Veres
Senior Wealth AdvisorCRD 6587697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$187M in ETFs
100%
$186M
0%
$933K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 INDEX FUND (VONE) | Vanguard | Passive | Large Blend | $71.1M | 240,752 | 38.07% |
Location
PITTSFORD, NY
MONROE
Location
PITTSFORD, NY
Headquartered in PITTSFORD, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- MONROE
- Address
- 1 Fishers Rd
- Time zone
- ET (UTC-5)
- Office locations
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