← Back to searchVisit website
ROCHESTER INVESTMENTS
ROCHESTER INVESTMENTS INC
CRD 306782 · SEC 801-119583
1580 W RIDGE RD, ROCHESTER, NY, 14615, United States
Phone
585-568-6656
Fax
585-357-5005
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$69.5M
Discretionary AUM
$69.5M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $28.7M |
| High net worth individuals | 24 | $40.8M |
States served
NY, TX
All web addresses on file
Official SEC filing: View on IAPD