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Building 2ENGLESON & ASSOCIATES

Map pinROCHESTER, NY
Phone585-424-6150
NotebookSEC #801-68896
Total AUM
$114.5M
Employees
4
Clients
362

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
930 EAST AVENUE
SUITE 300
ROCHESTER
NY 14607
United States
Operating Hours
9:00A.M. - 5:00P.M.
Monday - Friday
Phone
585-424-6150

ReceiptFinancials

Total AUM
$114.5M
Accounts
627
Discretionary
$108.9M
Accounts
616
Non-Discretionary
$5.6M
Accounts
11

ContactClients

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Individual Clients
274
AUM
$31.2M
HNW Individual Clients
88
AUM
$83.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYPAVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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