Overview
Assets Under Management: $341 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 187
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 187
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.05
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,169
Discretionary Accounts: 998
Non-Discretionary Accounts: 171
Regulatory Filings
CRD Number: 309760
Last Filing Date: 2025-03-03 00:00:00
Website: https://riseadvisorsgroup.com