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Building 2WESTMINSTER CONSULTING

Map pinROCHESTER, NY
Phone585-246-3750
NotebookSEC #801-109966
Total AUM
$5.6B
Employees
10
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 CENTRE PARK - SUITE 303
ROCHESTER
NY 14614-1115
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
585-246-3750

ReceiptFinancials

Total AUM
$5.6B
Accounts
189
Discretionary
$583.6M
Accounts
129
Non-Discretionary
$5B
Accounts
60

ContactClients

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Individual Clients
120
AUM
$8.6M
Pension/Profit Sharing Plan Clients
60
AUM
$5B
Charitable Organization Clients
7
AUM
$575M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
NY

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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