OCCAM CAPITAL MANAGEMENT, LLC
Tel: 585-218-0310 1303 Marsh Road, Ste 4 Pittsford, New York 14534-1742
About OCCAM CAPITAL MANAGEMENT, LLC
OCCAM CAPITAL MANAGEMENT, LLC is a Pittsford, New York based financial advisory firm with nearly $67,535,605 in assets under management and provides investment advisory services for 216 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
108201
Firm SEC#:
801-60137
Assets Under Management:
$67,535,605
No. of Clients:
216
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Other (CONSULTING SERVICES-HOURLY)
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