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Building 2HOWE AND RUSLING, INC.

Map pinROCHESTER, NY
Phone585-325-4140
NotebookSEC #801-294
Total AUM
$2.4B
Employees
26
Clients
1,397

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
165 CULVER RD
SUITE 100
ROCHESTER
NY 14620
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
585-325-4140
Other Offices
4

ReceiptFinancials

Total AUM
$2.4B
Accounts
3,397
Discretionary
$2.4B
Accounts
3,365
Non-Discretionary
$52.2M
Accounts
32

ContactClients

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Individual Clients
743
AUM
$398.8M
HNW Individual Clients
608
AUM
$1.9B
Charitable Organization Clients
37
AUM
$101M
Insurance Company Clients
6
AUM
$75.1M
Corporation or Business Clients
3
AUM
$7.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAHIIDILKYLAMAMDMEMINCNHNJNYOHORPASCTNTXVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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