M
CRD: 170500
Mayflower Capital
Cortland, NY
6072186020
$14.3M Total AUM
$14.3M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · John Hancock · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-29-2014
- Office Locations
- 1
Office Locations
-- Cortland NY
About Mayflower Capital
Mayflower Capital is a Cortland-based RIA. The firm has been operating for 11 years. Managing $14.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and John Hancock. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
65 AVG AGE
$14.3M AVG AUM / ADVISOR
$448.4K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
11yrs Firm Age
Insights
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Client Personas
Element
Investment Themes
North Zenith oak
Investment Vehicles
Pioneer ridge
Services
Timber Quantum foundation Glacier value Insight timber Capital quantum
Owner & Executives
HARRIET PRATT HIGGINS
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2519330
- Ownership
- 75% or more
(221) 648-1176
pioneer.alpha@meridiancapital.com
in linkedin.com/in/peak-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,348,227 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,348,227 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,348,227
Equity - Exchange:
29.7% Corporate - Investment Grade:
16.7% Other:
53.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,304,060,610 | 29.7% |
| Corporate - Investment Grade | $1,295,549,232 | 16.7% |
| Other | $4,158,169,989 | 53.6% |
| Total | $7,757,779,831 | 100.0% |