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CUDLIPP ADVISOR SERVICES, LLC
CUDLIPP ADVISOR SERVICES, LLC
PITTSFORD, New York
·
1 registered advisor
·
CRD# 173671
SEC# 801-80685
2
585-383-6555
01
Firm Overview
AUM
$55M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at CUDLIPP ADVISOR SERVICES, LLC
1 registered advisor
Michael Joseph Cudlipp
PITTSFORD, New York
CRD# 4745636
05
Office Locations
PITTSFORD, New York
1 advisor
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Data sourced from SEC Form ADV filings. CUDLIPP ADVISOR SERVICES, LLC (CRD# 173671) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.