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Building 2ROCHESTER INVESTMENTS

Map pinROCHESTER, NY
Phone585-568-6656
NotebookSEC #801-119583
Total AUM
$69.5M
Employees
1
Clients
147

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1580 W RIDGE RD
ROCHESTER
NY 14615
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
585-568-6656

ReceiptFinancials

Total AUM
$69.5M
Accounts
300
Discretionary
$69.5M
Accounts
300
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
123
AUM
$28.7M
HNW Individual Clients
24
AUM
$40.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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

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