Pittsford Capital Markets, Inc (Pittsford)

Name: Pittsford Capital Markets, Inc
Address: 170 Office Park Way, Pittsford, NY, 14534
Telephone: 585-385-2700

Pittsford Capital Markets, Inc is an internet adviser based in Pittsford. It manages $10.82 million of regulatory assets for 122 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Pittsford Capital Markets provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pittsford Capital Markets: assets under management

The assets under management (AUM) of Pittsford Capital Markets, Inc is $10.82 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10.82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $88.71 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pittsford Capital Markets, Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pittsford Capital Markets, Inc

Mark James Palazzo has been acting as President since 1 Mar 1994. Edward Lawrence Tackaberry joined the executive team most recently as the Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark James Palazzo	President	1 Mar 1994	Other	1221009
Edward Lawrence Tackaberry	Chairman	1 Mar 1994	Other	724027
Inc Pittsford Capital Group	Direct owner	1 Mar 1994	75% - 100%	16-1466434

Based in Pittsford

The principal office where Pittsford Capital Markets, Inc performs its advisory services is located at 170 Office Park Way, Pittsford, NY 14534, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 585-385-2700 or by fax 585-385-2716. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at pittsfordcapital.com.