Greg Jennings, LLC

Hourly fees in Dewitt, NY

SEC registeredNo commissions reported

Call (315) 446-8720 Send a message Map ↗

Public-record details

Address: 5789 Widewaters Parkway, Dewitt, NY 13214
Phone: (315) 446-8720
Listed under: Hourly fees, % of assets managed
CRD number: 341031
Registration: SEC registered since 2026-04-01
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses
Regulatory assets under management: $183.1 million
Accounts managed: 453
Clients reported (Form ADV 5.D): 168
Individual / high-net-worth clients: 106 / 62
Employees: 3
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-08-07

SEC registered investment adviser, CRD 341031, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 341031 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Dewitt

Hazard & Siegel Advisory Services LLC5793 Widewaters Parkway, Suite 200 · Dewitt, NY 13214 · (315) 414-0722 · Financial planningCRD 151462 · % of assets, Hourly charges, Fixed fees · $449.8 million AUMSEC registeredNo commissions reported J.w.burns & Company, INC.5789 Widewaters Parkway · Dewitt, NY 13214 · (315) 449-1341 · Financial planningCRD 107835 · % of assets · $1.0 billion AUMSEC registeredNo commissions reported Omc Financial Services LTD5789 Widewaters Parkway · Dewitt, NY 13214 · (315) 446-8720 · Hourly feesCRD 110528 · % of assets, Hourly charges · $328.5 million AUMSEC registeredNo commissions reported R.s. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors5784 Widewaters Parkway, First Floor · Dewitt, NY 13214 · (315) 218-7350 · Financial planningCRD 143462 · % of assets · $159.1 million AUMSEC registeredNo commissions reported Sterling Imc104 Jamesville Road · Dewitt, NY 13214 · (315) 423-9700 · % of assets managedCRD 107706 · % of assets · $4.9 million AUMState registeredNo commissions reported

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