FENIMORE ASSET MANAGEMENT, INC.

ALBANY, New York·9 registered advisors·CRD# 110946
SEC# 801-104291518-234-4393
01

Firm Overview

AUM
$4.2B
Regulatory assets under management
Employees
38
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth ManagementFee-Only Advisory
04

Advisors at FENIMORE ASSET MANAGEMENT, INC.

9 registered advisors
Anne B. Putnam
ALBANY, New York
Chris F Dennison
COBLESKILL, New York
Christian Snyder
ALBANY, New York
CFA
David John Pollitizer
COBLESKILL, New York
Debra Ann Pollard
COBLESKILL, New York
George Benedict Chelius
COBLESKILL, New York
Herbert Lloyd Shultz
COBLESKILL, New York
Joseph Arthur Bucci
COBLESKILL, New York
Michael Frank Balboa
ALBANY, New York
05

Office Locations

COBLESKILL, New York
6 advisors
ALBANY, New York
3 advisors

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Data sourced from SEC Form ADV filings. FENIMORE ASSET MANAGEMENT, INC. (CRD# 110946) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.