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COBBLESTONE CAPITAL ADVISORS, LLC
ROCHESTER, NY
585-473-3333
SEC #801-55482Total AUM
$2.9B
Employees
43Clients
1,781Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
500 LINDEN OAKS
SUITE 210
ROCHESTER
NY 14625
United States
SUITE 210
ROCHESTER
NY 14625
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
585-473-3333
Other Offices
2
Financials
Total AUM
$2.9B
Accounts
3,387Discretionary
$2.9B
Accounts
3,380Non-Discretionary
$16.8M
Accounts
7
Clients
Individual Clients
922AUM
$291.6M
HNW Individual Clients
777AUM
$2.2B
Banking Clients
1AUM
$3.6M
Pooled Vehicle Clients
12AUM
$120.8M
Pension/Profit Sharing Plan Clients
7AUM
$88.6M
Charitable Organization Clients
28AUM
$81.3M
Insurance Company Clients
1AUM
$91.1M
Corporation or Business Clients
20AUM
$62.8M
Other Clients
13AUM
$4.6M
Description of Other Clients
DONOR ADVISED FUNDS
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCFLGAILMAMDMINCNHNJNYOHORPARISCTXVAVTWA
Affiliates
Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.