HIGH FALLS ADVISORS, INC.
Total AUM
$694.7M
Employees
17Clients
788Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
180 SOUTH CLINTON AVE
SUITE 300
ROCHESTER
NY 14604
United States
SUITE 300
ROCHESTER
NY 14604
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Monday - Friday
Phone
585-935-5300
Financials
Total AUM
$694.7M
Accounts
1,848Discretionary
$685.8M
Accounts
1,847Non-Discretionary
$8.9M
Accounts
1
Clients
Individual Clients
574AUM
$227.2M
HNW Individual Clients
210AUM
$457.9M
Charitable Organization Clients
3AUM
$6.1M
Corporation or Business Clients
1AUM
$3.5M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLNCNYPATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.