HIGH FALLS ADVISORS, INC.

ROCHESTER, New York·4 registered advisors·CRD# 108678
SEC# 801-341610585-935-5300
01

Firm Overview

AUM
$521M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HIGH FALLS ADVISORS, INC.

4 registered advisors
James Henry Mcbride
ROCHESTER, New York
James Thomas Englert
ROCHESTER, New York
Jennifer Englert Vogler
ROCHESTER, New York
Kenneth Joseph Burke
ROCHESTER, New York
05

Office Locations

ROCHESTER, New York
4 advisors

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Data sourced from SEC Form ADV filings. HIGH FALLS ADVISORS, INC. (CRD# 108678) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.