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 advisory entity that has been SEC-registered since 2001 and is owned by an individual proprietor. The firm is labeled as “unclassified” in the available dataset and does not appear to function as a capital allocator. Available attributes indicate the firm is not an active ESG investor, is not registered as a multistate adviser, and does not identify itself as a pension consultant or related adviser in the source material. Public-facing details about the firm’s client segments, fee schedules, specific advisory activities, investment process, or affiliations were not supplied in the dataset, so there is limited visibility into how the firm sources mandates or structures client relationships.
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 2
Anne Putnam
Chief Executive OfficerCRD 4486527

Michael Balboa
Chief Financial OfficerCRD 6635684
Contacts
3 of 24William Wise
Vice PresidentCRD 5815173

Shannon Almy
Senior Relationship ManagerCRD 5163406

Kevin Smith
Senior Client Relationship ManagerCRD 5203521
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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