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Building 2CANDACE SHIRA ASSOCIATES, LLC

Map pinPITTSFORD, NY
Phone585-249-1550
NotebookSEC #801-77488
Total AUM
$443.5M
Employees
4
Clients
434

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 SULLY'S TRAIL
SUITE 8
PITTSFORD
NY 14534
United States
Operating Hours
8-12 (MON, WED, THURS), AND BY APPT
Monday - Friday
Phone
585-249-1550

ReceiptFinancials

Total AUM
$443.5M
Accounts
855
Discretionary
$433.9M
Accounts
847
Non-Discretionary
$9.6M
Accounts
8

ContactClients

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Individual Clients
264
AUM
$86.7M
HNW Individual Clients
167
AUM
$348.5M
Other Clients
3
AUM
$8.3M
Description of Other Clients
401K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCTFLNCNHNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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