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FENIMORE ASSET MANAGEMENT, INC.
CRD 110946 · SEC 801-10429
384 NORTH GRAND STREET, COBLESKILL, NY, 12043, United States
Phone
518-234-4393
Fax
518-234-4421
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.41B
Discretionary AUM
$5.41B
Team
43 total employees; 23 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 177 | $109.7M |
| High net worth individuals | 399 | $1.59B |
| Investment companies | 3 | $2.96B |
| Pooled investment vehicles | 1 | $48.0M |
| Pension/profit sharing plans | 20 | $259.4M |
| Charitable organizations | 68 | $283.3M |
| Insurance companies | 1 | $37.7M |
| Corporations/business entities | 13 | $122.8M |
States served
VT, CA, CO, GA, IL, MD, MA, NJ, NY, NC, PA, SC, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD