N
CRD: 120371
NO Other Primary Business Name
Chittenango, NY
3159679418
$30.1M Total AUM
$30.1M Disc. AUM
-- 3Y CAGR
0 Employees
188 ADV. Clients
25 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2001
- Office Locations
- 1
Office Locations
-- Chittenango NY
About NO Other Primary Business Name
NO Other Primary Business Name is a Chittenango-based RIA. The firm has been operating for 25 years. Managing $30.1M in total assets under management, They custody assets with Fidelity/NFS and TD Ameritrade. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$160.1K AVG AUM / CLIENT
25 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
25yrs Firm Age
Insights
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Investment Themes
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Investment Vehicles
Bridge beacon
Services
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Owner & Executives
B
BRYAN JAMES BOOHER
Chief Compliance Officer, Managing Member, partner
- CRD
- --
- Ownership
- 75% or more
(440) 431-6727
meridian.frontier@signalcapital.com
in linkedin.com/in/glacier-signal
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,100,000 | $320,213 |
| Non-Discretionary | $0 | -- |
| Total | $30,100,000 | $320,213 |
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Separately Managed Accounts
Total SMA Asset: $30,100,000
Equity - Exchange:
19.7% Cash:
37.2% Public Funds:
20.6% Corporate - Investment Grade:
22.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,772,058,320 | 19.7% |
| Cash | $3,346,221,802 | 37.2% |
| Public Funds | $1,853,015,299 | 20.6% |
| Corporate - Investment Grade | $2,023,924,477 | 22.5% |
| Total | $8,995,219,898 | 100.0% |