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Building 2NIXON PEABODY FINANCIAL ADVISORS LLC

Map pinROCHESTER, NY
Phone(585) 263-1100
NotebookSEC #801-64472
Total AUM
$176.4M
Employees
9
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1300 CLINTON SQUARE
ROCHESTER
NY 14604
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(585) 263-1100
Other Offices
2

ReceiptFinancials

Total AUM
$176.4M
Accounts
115
Discretionary
$0
Accounts
0
Non-Discretionary
$176.4M
Accounts
115

ContactClients

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Individual Clients
17
AUM
$1.4M
HNW Individual Clients
26
AUM
$65.5M
Corporation or Business Clients
1
AUM
$109.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
CONSULTING, TAX PLANNING & PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMANHNYVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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