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Building 2HNP CAPITAL LLC

Map pinROCHESTER, NY
Phone585-461-6085
NotebookSEC #801-70200
Total AUM
$768.2M
Employees
14
Clients
2,259

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 CHESTNUT ST., 15TH FLOOR
ROCHESTER
NY 14607
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
585-461-6085
Other Offices
1

ReceiptFinancials

Total AUM
$768.2M
Accounts
3,011
Discretionary
$669.4M
Accounts
2,891
Non-Discretionary
$98.9M
Accounts
120

ContactClients

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Individual Clients
1,999
AUM
$231.3M
HNW Individual Clients
182
AUM
$326M
Pension/Profit Sharing Plan Clients
59
AUM
$178.4M
Charitable Organization Clients
6
AUM
$2.8M
Government Entity Clients
1
AUM
$7.9M
Corporation or Business Clients
12
AUM
$21.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLILNCNYPATX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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