Judson William Ames
Advisor at Dark Horse Wealth LLC — Cazenovia, NY
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65, Series 66
Experience Industry experience
5 years
Location
Cazenovia, NY 13035
Dark Horse Wealth LLC
Independent
Total advisors
1Clients per advisor
94 Very HighAvg AUM per client
$377,665 TypicalHNW client ratio
11% TypicalJudson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY. He holds Series 63, 65, and 66 credentials and has 5 years of industry experience. Prior to founding Dark Horse Wealth, he worked at 1 St Discount Brokerage, Inc. He also serves as a referee during the months of September and October. Dark Horse Wealth LLC provides advisory services to individuals, pension and profit-sharing plans, and corporate clients. The firm focuses on retirement-plan work using discretionary investment supervisory services, financial planning, and hourly consulting, employing a combination of low-cost funds and tactical individual securities to meet client objectives.
Based on Dark Horse Wealth LLC
Based on Dark Horse Wealth LLC
$0 - $200,000: 1.20% $200,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.60% $3,000,001+: 0.50%
$150 per hour
Fee-only: Hourly fee of $150 per hour for Investment Consulting Services
Cazenovia, NY
51 Albany St 2nd Fl
Cazenovia NY 13035
Advisors at this office
1
New York · Texas
5 years of industry experience
Dark Horse Wealth LLC
2011 - Present • 15 years
Cazenovia, NY
1 St Discount Brokerage, Inc.
2011 - 2011 • 1 year
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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