FENIMORE SECURITIES, INC.
Firm details
- Headquarters
- COBLESKILL, New York
- CRD number
- 104391
- Registered since
- June 20, 2001
- Website
- fenimoreasset.com
Firm profile
FINTRXOverview
Fenimore Securities, Inc. is a corporate-structured advisory that registered with the SEC in 2001 and is owned by an individual. Publicly reported details on its business lines, client segments, and fee arrangements are limited. The firm is not identified as a capital allocator and is not listed as an active ESG investor. FINTRX also flags it as not operating as a multi-state adviser, not newly formed, and not acting in a pension consulting or related-adviser capacity.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2ANNE PUTNAM
Chief Executive OfficerCRD 4486527
Michael Balboa
Chief Financial OfficerCRD 6635684
Contacts
3 of 24Shaun Fagant
Regional DirectorCRD 5777468
Wahid Nabi
AssociateCRD 7801550
ERIN LUCIANO
Relationship ManagerCRD 4262902
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COBLESKILL, NY
SCHOHARIE
Location
COBLESKILL, NY
Headquartered in COBLESKILL, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- SCHOHARIE
- Address
- 384 N Grand St
- Time zone
- ET (UTC-5)
- Office locations
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