Occam Capital Management, LLC

Occam Capital Management, LLC (CRD# 108201) is a financial advisory firm headquartered in Pittsford, NY. They manage $67,535,605 in 216 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1303 Marsh Road, Ste 4, Pittsford, NY 14534
http://www.occamcapital.com
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $312,665
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Occam Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Priscilla Baker Jones, financial advisor Pittsford NY
Priscilla A. Baker Jones
CRD#: 1232140
1303 Marsh Road, Suite 4, Pittsford, NY 14534

Priscilla Baker Jones (CRD# 1232140) is an Investment Advisor Representative working at Occam Capital Management, LLC in Pittsford, NY and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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