Occam Capital Management, LLC
Occam Capital Management, LLC (CRD# 108201) is a financial advisory firm headquartered in Pittsford, NY. They manage $59,992,814 in 234 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management60MILLION
Total Number of Accounts234ACCOUNTS
Average Account Value$256,380
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses