1271787 LLC
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Overview
1271787 LLC is a financial advisor company located in Corning, New York. The company oversees $200.0 million in total assets across one client account, placing it in the mid-tier of firms in the nation by assets under management (AUM). The company has a small group, including 2 financial advisors. 1271787 LLC is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as options, bonds and stocks.
1271787 LLC administers all of the firm's client assets on a discretionary basis. Discretionary management means that buy and sell choices are made by a portfolio manager without requiring client permission. 1271787 LLC manages about $200.0 million in assets for each client account. The average advisor at 1271787 LLC manages fewer than one client account, making it one of the most individualized advisor firms in the country.
1271787 LLC's central office is located at 228 Cedar Street, Corning, New York 14830. It is legally permitted to provide services to customers across a few states, including California and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
1271787 LLC by the Numbers
$200.0 million
2
1
$200.0 million
Fee Structure
Financial management fees depend on the financial services provided. However, fees billed by 1271787 LLC typically consist of the following fee type: asset-based. The company does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to other. 1271787 LLC's largest client is other. None of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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