CORNELL POCHILY INVESTMENT ADVISORS, INC.
Firm details
- Headquarters
- ITHACA, New York
- CRD number
- 145355
- Registered since
- October 24, 2007
- Website
- www.cornellpochily.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.44%
- Individuals15.63%
- Corporations / Businesses0.93%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cornell Pochily Investment Advisors, Inc. is an independent, owner-operated registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm offers a mix of financial planning and discretionary portfolio management across individuals, small businesses and institutional accounts, and provides services around pension consulting and the selection of other advisers. Its fee arrangements include asset-based fees, hourly charges and fixed fees. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds40%
- Exchange Traded Equities39%
- Other8%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds4%
Contacts
3 of 7EZRA CORNELL
PresidentCRD 707941
Matthew Stoutenburg
Wealth AdvisorCRD 6198702
MOLLY O'NEILL
Financial AdvisorCRD 6851608
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$123M in ETFs
83%
$102M
11%
$21M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $17.3M | 121,740 | 14.13% |
Location
ITHACA, NY
TOMPKINS
Location
ITHACA, NY
Headquartered in ITHACA, NY, anchoring the Ithaca-Cortland, NY metro in the Northeast.
- Metro area
- Ithaca-Cortland, NY
- Region
- Northeast
- County
- TOMPKINS
- Address
- 2415 N Triphammer Rd
- Time zone
- ET (UTC-5)
- Office locations
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