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Building 2INSERO WEALTH STRATEGIES LLC

Map pinROCHESTER, NY
Phone585-454-6996
NotebookSEC #801-78029
Total AUM
$147.7M
Employees
3
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 STATE STREET
SUITE 300
ROCHESTER
NY 14614
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
585-454-6996
Other Offices
1

ReceiptFinancials

Total AUM
$147.7M
Accounts
322
Discretionary
$147.7M
Accounts
322
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
62
AUM
$22.1M
HNW Individual Clients
35
AUM
$125.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING/ASSETS UNDER ADVISEMENT
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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