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Building 2HIGH FALLS ADVISORS, INC.

Map pinROCHESTER, NY
Phone585-935-5300
NotebookSEC #801-34161
Total AUM
$694.7M
Employees
17
Clients
788

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
180 SOUTH CLINTON AVE
SUITE 300
ROCHESTER
NY 14604
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
585-935-5300

ReceiptFinancials

Total AUM
$694.7M
Accounts
1,848
Discretionary
$685.8M
Accounts
1,847
Non-Discretionary
$8.9M
Accounts
1

ContactClients

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Individual Clients
574
AUM
$227.2M
HNW Individual Clients
210
AUM
$457.9M
Charitable Organization Clients
3
AUM
$6.1M
Corporation or Business Clients
1
AUM
$3.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNCNYPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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