Filter by name, location, or specialty. All data from public SEC filings.
8 advisers found
Fairport, NY
AUM
$17.03B
Team
159 advisors
Clients
More than 500
Fees
Percentage of AUM; MNA MAY NEGOTIATE THE FEE FOR CUSTOMIZED PORTFOLIOS AND SERVICES
585-325-6880
Fairport, NY
AUM
$222.6M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
585-203-1956
Fairport, NY
AUM
$147.9M
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
585-248-5050
Fairport, NY
AUM
$76.2M
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
585 313 5978
Fairport, NY
AUM
$75.0M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
585-899-3940
Fairport, NY
AUM
$50.8M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
585-425-9510
Fairport, NY
AUM
$32.6M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
5855002579
Fairport, NY
AUM
$10.0M
Team
1 employees
Clients
0
Fees
Percentage of AUM
(585) 739-1262