TOMPKINS WEALTH MANAGEMENT INC.

TOMPKINS FINANCIAL ADVISORS
PITTSFORD, New York·15 registered advisors·CRD# 110125
SEC# 801-18453585.248.0050
01

Firm Overview

AUM
$633M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
15
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TOMPKINS WEALTH MANAGEMENT INC.

15 registered advisors
Bruce Warren Berkman
PITTSFORD, New York
Carl E Haynes
PITTSFORD, New York
Christine Anne Warner
PITTSFORD, New York
Daniel James Fessenden
PITTSFORD, New York
Gerald Joseph Klein
PITTSFORD, New York
Gregory John Hartz
PITTSFORD, New York
James Walter Fulmer
PITTSFORD, New York
Laurie Ann Haelen
PITTSFORD, New York
Michelle Benedict-Jones
PITTSFORD, New York
Robert William Muti
PITTSFORD, New York
Scott L Gruber
PITTSFORD, New York
Scott Pronti
PITTSFORD, New York
Stephen Michael Angelis
PITTSFORD, New York
Stephen S. Romaine
PITTSFORD, New York
Tiffany Claudine Otoole
PITTSFORD, New York
05

Office Locations

PITTSFORD, New York
15 advisors

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Data sourced from SEC Form ADV filings. TOMPKINS WEALTH MANAGEMENT INC. (CRD# 110125) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.