CANDACE SHIRA ASSOCIATES, LLC

115 Sully'S Trail
Suite 8
Pittsford, New York 14534
Tel: 585-249-1550

About CANDACE SHIRA ASSOCIATES, LLC

CANDACE SHIRA ASSOCIATES, LLC, formally registered with the SEC as CANDACE SHIRA ASSOCIATES, LLC. The firm was established in 01/03/2013. They have over 1 offices throughout the country.

CANDACE SHIRA ASSOCIATES, LLC is a Pittsford, New York based Financial Planning firm with nearly $367,443,136 assets under management, offering retirement planning & investment advisory services to 926 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165984
SEC#	801-77488
Assets Managed by Firm	$367,443,136
No. of Clients	926
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	926	$367,443,136
Individuals (other than high net worth individuals)	266	$84,455,695
High net worth individuals	170	$277,280,153

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