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Building 2PROFESSIONAL PLANNING ASSOCIATES INC

Map pinROCHESTER, NY
Phone585-442-6660
NotebookSEC #801-15675
Total AUM
$109.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 CANTERBURY ROAD
ROCHESTER
NY 14607
USA
Operating Hours
8AM - 5PM
Monday - Friday
Phone
585-442-6660

ReceiptFinancials

Total AUM
$109.4M
Accounts
513
Discretionary
$81.5M
Accounts
263
Non-Discretionary
$27.8M
Accounts
250

ContactClients

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None reported

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
CAFLMANCNHNYTXVT

HandshakeAffiliates

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

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