EXETER ADVISORS, LLC
Total AUM
$36M
Employees
2Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
290 WOODCLIFF DRIVE
FAIRPORT
NY 14450
United States
FAIRPORT
NY 14450
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
585-325-6880
Financials
Total AUM
$36M
Accounts
35Discretionary
$36M
Accounts
35Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALGATNTX
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.