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WEALTH MANAGEMENT GROUP
ROCHESTER, NY
(585) 241-5900
SEC #801-116892Total AUM
$103.1M
Employees
5Clients
250Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2000 WINTON RD. SO.
BUILDING 4A SUITE 206
ROCHESTER
NY 14618-3970
United States
BUILDING 4A SUITE 206
ROCHESTER
NY 14618-3970
United States
Operating Hours
9:00 AM TO 6:00 PM
Monday - Friday
Monday - Friday
Phone
(585) 241-5900
Financials
Total AUM
$103.1M
Accounts
616Discretionary
$103.1M
Accounts
616Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
183AUM
$35.2M
HNW Individual Clients
62AUM
$60.6M
Pension/Profit Sharing Plan Clients
1AUM
$2.2M
Charitable Organization Clients
1AUM
$548.2K
Government Entity Clients
1AUM
$3.2M
Insurance Company Clients
1AUM
$989.2K
Corporation or Business Clients
1AUM
$302.6K
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLNYTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.