Overview
Assets Under Management: $1.7 billion
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 48
Average Client Assets: $36 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $36 million
Total Client Accounts: 2,599
Discretionary Accounts: 2,244
Non-Discretionary Accounts: 355
Regulatory Filings
CRD Number: 16629
Filing ID: 2009888
Last Filing Date: 2025-08-15 13:00:00
Website: https://at-pw.com