Investment adviser · CRD 110125

TOMPKINS FINANCIAL ADVISORS

Investment adviser filing (IA)

TOMPKINS WEALTH MANAGEMENT INC.

PITTSFORD, NY, United States · Form ADV filed Mar 31, 2014

Regulatory AUM
$633M
Form ADV · Item 5.F
Client accounts
1,381
Accounts, not individual clients
Employees
19
Reported in this filing
Advisory professionals
18
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

179 SULLY'S TRAIL, SUITE 200
PITTSFORD, NY, 14534-4599, United States

CRD 110125

Filing source

Form ADV 799496 · Mar 31, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.