FACTORPOINT PLANNING, LLC
Pittsford, NY
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(585) 895-7506
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
31 advisers found
MARK ANDREW PAGANELLI
Pittsford, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
585-383-4290
ASHFORD ADVISORS, LLC
Pittsford, NY
AUM
$942.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +2 more
585-697-0362
Full profileNo website
J.R.PLUTA CAPITAL MANAGEMENT, INC.
Pittsford, NY
AUM
$16.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
585-217-7413
Full profileNo website
Full profileNo website
UPSTATE ADVISERS INC
Pittsford, NY
AUM
—
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
5852099788
Full profileNo website
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