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Building 2THE MUTUAL FUND STORE

Map pinROCHESTER, NY
Phone585-244-3000
NotebookSEC #801-69445
Total AUM
$27M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1910 MONROE AVE.
ROCHESTER
NY 14618
USA
Operating Hours
8AM-5PM
Monday - Friday
Phone
585-244-3000

ReceiptFinancials

Total AUM
$27M
Accounts
423
Discretionary
$27M
Accounts
423
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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
NYTX

HandshakeAffiliates

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

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