Occam Capital Management, LLC
Occam Capital Management, LLC (CRD# 108201) is a financial advisory firm headquartered in Pittsford, NY. They manage $52,117,783 in 206 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management52MILLION
Total Number of Accounts206ACCOUNTS
Average Account Value$252,999
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses