OCCAM CAPITAL MANAGEMENT, LLC

PITTSFORD, New York·1 registered advisor·CRD# 108201
SEC# 801-601370585-218-0310
01

Firm Overview

AUM
$68M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OCCAM CAPITAL MANAGEMENT, LLC

1 registered advisor
Priscilla Anne Baker Jones
PITTSFORD, New York
05

Office Locations

PITTSFORD, New York
1 advisor

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Data sourced from SEC Form ADV filings. OCCAM CAPITAL MANAGEMENT, LLC (CRD# 108201) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.