Overview
Assets Under Management: $114 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 88
Average Client Assets: $0.9 million
Frequently Asked Questions
ENGLESON & ASSOCIATES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126349), ENGLESON & ASSOCIATES is subject to fiduciary duty under federal law.
ENGLESON & ASSOCIATES is headquartered in ROCHESTER, NY.
ENGLESON & ASSOCIATES serves 88 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, ENGLESON & ASSOCIATES offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ENGLESON & ASSOCIATES manages $114 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, ENGLESON & ASSOCIATES serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.73%
Average Client Assets: $0.9 million
Total Client Accounts: 627
Discretionary Accounts: 616
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 126349
Filing ID: 2074313
Last Filing Date: 2026-03-31 17:24:18