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PROFESSIONAL FINANCIAL
PITTSFORD, NY
585-218-9080
SEC #801-107130Total AUM
$225.8M
Employees
4Clients
97Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1159 PITTSFORD-VICTOR RD
SUITE 120
PITTSFORD
NY 14534-3827
United States
SUITE 120
PITTSFORD
NY 14534-3827
United States
Operating Hours
9:00 AM TO 6:00 PM
Monday - Friday
Monday - Friday
Phone
585-218-9080
Other Offices
1
Financials
Total AUM
$225.8M
Accounts
450Discretionary
$210.7M
Accounts
373Non-Discretionary
$15.1M
Accounts
77
Clients
Individual Clients
24AUM
$14.3M
HNW Individual Clients
69AUM
$193.6M
Pension/Profit Sharing Plan Clients
1AUM
$9.1M
Charitable Organization Clients
1AUM
$1.7M
Corporation or Business Clients
1AUM
$334.5K
Other Clients
1AUM
$6.8M
Description of Other Clients
IRREVOCABLE TRUSTS
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
NHNY
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.