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Building 2HIGH PROBABILITY ADVISORS, LLC

Map pinPITTSFORD, NY
Phone585-485-0135
NotebookSEC #801-111913
Total AUM
$1B
Employees
16
Clients
398

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
167 SULLY'S TRAIL
SUITE 300
PITTSFORD
NY 14534
United States
Operating Hours
8:30 TO 5 PM
Monday - Friday
Phone
585-485-0135
Other Offices
3

ReceiptFinancials

Total AUM
$1B
Accounts
860
Discretionary
$1B
Accounts
808
Non-Discretionary
$40.4M
Accounts
52

ContactClients

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Individual Clients
192
AUM
$77.3M
HNW Individual Clients
152
AUM
$808.1M
Pension/Profit Sharing Plan Clients
45
AUM
$146.1M
Charitable Organization Clients
9
AUM
$14.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLMAMINCNHNYTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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