Overview
Assets Under Management: $176 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 26
Average Client Assets: $2.5 million
Frequently Asked Questions
NIXON PEABODY FINANCIAL 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 #117232), NIXON PEABODY FINANCIAL ADVISORS LLC is subject to fiduciary duty under federal law.
NIXON PEABODY FINANCIAL ADVISORS LLC is headquartered in ROCHESTER, NY.
NIXON PEABODY FINANCIAL ADVISORS LLC serves 26 high-net-worth clients according to their SEC filing dated January 17, 2018. View client details ↓
According to their SEC Form ADV, NIXON PEABODY FINANCIAL ADVISORS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
NIXON PEABODY FINANCIAL ADVISORS LLC manages $176 million in client assets according to their SEC filing dated January 17, 2018.
According to their SEC Form ADV, NIXON PEABODY FINANCIAL ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.11%
Average Client Assets: $2.5 million
Total Client Accounts: 115
Non-Discretionary Accounts: 115
Regulatory Filings
CRD Number: 117232
Filing ID: 1162091
Last Filing Date: 2018-01-17 19:24:00