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ENGLESON & ASSOCIATES
ENGLESON & ASSOCIATES, INC.
CRD 126349 · SEC 801-68896
930 EAST AVENUE, SUITE 300, ROCHESTER, NY, 14607, United States
Phone
585-424-6150
Fax
585-424-6597
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$114.5M
Discretionary AUM
$108.9M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 274 | $31.2M |
| High net worth individuals | 88 | $83.3M |
States served
NJ, NY, PA, VA, FL
Official SEC filing: View on IAPD