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CORNELL POCHILY INVESTMENT ADVISORS, INC.
CRD 145355 · SEC 801-68467
2415 NORTH TRIPHAMMER ROAD, SUITE 1, ITHACA, NY, 14850-1094, United States
Phone
607-391-7080
Fax
607-697-0147
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$654.4M
Discretionary AUM
$654.4M
Team
5 total employees; 5 advisory reps; 49 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 350 | $102.3M |
| High net worth individuals | 199 | $546.1M |
| Corporations/business entities | 6 | $6.1M |
States served
CA, MD, MA, NE, NY, NC, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD