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Building 2CUDLIPP ADVISOR SERVICES, LLC

Map pinPITTSFORD, NY
Phone585-383-6555
NotebookSEC #801-80685
Total AUM
$54.6M
Employees
2
Clients
398

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 SULLY'S TRAIL, SUITE 2
PITTSFORD
NY 14534
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
585-383-6555
Other Offices
2

ReceiptFinancials

Total AUM
$54.6M
Accounts
398
Discretionary
$54.6M
Accounts
398
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
390
AUM
$46.5M
HNW Individual Clients
4
AUM
$6.3M
Corporation or Business Clients
4
AUM
$1.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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

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