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Building 2ROCHESTER FINANCIAL SERVICES

Map pin
Phone585-442-7580
NotebookSEC #801-57098
Total AUM
$340.6M
Employees
1
Clients
320

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
585-442-7580

ReceiptFinancials

Total AUM
$340.6M
Accounts
320
Discretionary
$340.6M
Accounts
320
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
190
AUM
$81.3M
HNW Individual Clients
130
AUM
$259.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNJNYTX

HandshakeAffiliates

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

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