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Building 2DEVON ASSOCIATES

Map pinROCHESTER, NY
Phone585.777.4000
NotebookSEC #801-34127
Total AUM
$57.4M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 MILL STREET
ROCHESTER
NY 14614
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
585.777.4000

ReceiptFinancials

Total AUM
$57.4M
Accounts
9
Discretionary
$0
Accounts
0
Non-Discretionary
$57.4M
Accounts
9

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Pension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT.

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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