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ENGLESON & ASSOCIATES, INC.
ENGLESON & ASSOCIATES, INC.
ENGLESON & ASSOCIATES
ROCHESTER, New York
·
2 registered advisors
·
CRD# 126349
SEC# 801-68896
0
585-424-6150
01
Firm Overview
AUM
$86M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Investment Management
Wealth Management
04
Advisors at ENGLESON & ASSOCIATES, INC.
2 registered advisors
Jonathan Michael Valerie
ROCHESTER, New York
CRD# 5716244
Philip Michael Engleson
ROCHESTER, New York
CRD# 201363
05
Office Locations
ROCHESTER, New York
2 advisors
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Data sourced from SEC Form ADV filings. ENGLESON & ASSOCIATES, INC. (CRD# 126349) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.