Unclaimed Profile

James Henry Mcbride

HIGH FALLS ADVISORS, INC.·ROCHESTER, New York

Clean recordHIGH FALLS ADVISORS, INC.

36 WEST MAIN STREET, ROCHESTER, NY 14614CRD# 1319851Firm CRD# 108678

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Henry Mcbride · ROCHESTER, NY

Registration

CRD #1319851 · HIGH FALLS ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Henry Mcbride is a registered financial advisor based in ROCHESTER, New York, affiliated with HIGH FALLS ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

HIGH FALLS ADVISORS, INC.

AUM

$521M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HIGH FALLS ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1319851

Firm CRD# 108678

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Frequently Asked Questions

What services does James Henry Mcbride offer?

James Henry Mcbride specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.

What are James Henry Mcbride's credentials?

James Henry Mcbride is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Henry Mcbride located?

James Henry Mcbride is based in ROCHESTER, New York, working with HIGH FALLS ADVISORS, INC.. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.

How does James Henry Mcbride charge for services?

James Henry Mcbride's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIGH FALLS ADVISORS, INC.?

HIGH FALLS ADVISORS, INC. has approximately 17 employees and manages $521M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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