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RISE ADVISORS, LLC
ROCHESTER, NY
585-565-3444
SEC #801-119066Total AUM
$441.2M
Employees
9Clients
472Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
400 LINDEN OAKS
SUITE 120
ROCHESTER
NY 14625
United States
SUITE 120
ROCHESTER
NY 14625
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
585-565-3444
Financials
Total AUM
$441.2M
Accounts
1,354Discretionary
$417M
Accounts
1,194Non-Discretionary
$24.1M
Accounts
160
Clients
Individual Clients
356AUM
$134.5M
HNW Individual Clients
108AUM
$236.3M
Charitable Organization Clients
5AUM
$66.1M
Corporation or Business Clients
3AUM
$4.3M
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
FLINMENCNYPATXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.