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CANDACE SHIRA ASSOCIATES, LLC
CROSS STAFF INVESTMENTS INC.
CRD 165984 · SEC 801-77488
115 SULLY'S TRAIL, SUITE 8, PITTSFORD, NY, 14534, United States
Phone
585-249-1550
Fax
585-249-1554
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$443.5M
Discretionary AUM
$433.9M
Team
4 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 264 | $86.7M |
| High net worth individuals | 167 | $348.5M |
States served
AZ, NY, NC, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD