Overview
Assets Under Management: $1.2 billion
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 8
Average Client Assets: $44 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.73
Average High-Net-Worth Client Assets: $44 million
Total Client Accounts: 1,744
Discretionary Accounts: 1,414
Non-Discretionary Accounts: 330
Regulatory Filings
CRD Number: 117307
Filing ID: 1979331
Last Filing Date: 2025-04-14 13:48:00
Website: https://dinsmorecomplianceservices.com