1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WORTH CONSIDERING, INC.

Map pinROCHESTER, NY
Phone585-389-6197
NotebookSEC #801-99347
Total AUM
$55.1M
Employees
1
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
160 LINDEN OAKS
ROCHESTER
NY 14625
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
585-389-6197

ReceiptFinancials

Total AUM
$55.1M
Accounts
172
Discretionary
$52M
Accounts
170
Non-Discretionary
$3M
Accounts
2

ContactClients

View more in analytics →

Individual Clients
49
AUM
$31.6M
HNW Individual Clients
13
AUM
$23.5M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account