Overview
Assets Under Management: $813 million
Headquarters: PITTSFORD, NY
High-Net-Worth Clients: 129
Average Client Assets: $5 million
Frequently Asked Questions
HIGH PROBABILITY ADVISORS, LLC 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 #289541), HIGH PROBABILITY ADVISORS, LLC is subject to fiduciary duty under federal law.
HIGH PROBABILITY ADVISORS, LLC is headquartered in PITTSFORD, NY.
HIGH PROBABILITY ADVISORS, LLC serves 129 high-net-worth clients according to their SEC filing dated November 10, 2025. View client details ↓
According to their SEC Form ADV, HIGH PROBABILITY ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
HIGH PROBABILITY ADVISORS, LLC manages $813 million in client assets according to their SEC filing dated November 10, 2025.
According to their SEC Form ADV, HIGH PROBABILITY ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.96
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 695
Discretionary Accounts: 662
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 289541
Filing ID: 2023229
Last Filing Date: 2025-11-10 18:36:55
Website: 2