167 Sully'S Trail
Suite 300
Pittsford, New York 14534
Tel: 585-485-0135
HIGH PROBABILITY ADVISORS, LLC, formally registered with the SEC as HIGH PROBABILITY ADVISORS, LLC. The firm was established in 10/26/2017. They have over 3 offices throughout the country.
HIGH PROBABILITY ADVISORS, LLC is a Pittsford, New York based Financial Planning firm with nearly $813,429,881 assets under management, offering retirement planning & investment advisory services to 695 clients. The firm is staffed with 13 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 289541 |
SEC# | 801-111913 |
Assets Managed by Firm | $813,429,881 |
No. of Clients | 695 |
No. of Advisors | 13 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 695 | $813,429,881 |
Individuals (other than high net worth individuals) | 164 | $59,662,745 |
High net worth individuals | 129 | $642,306,462 |
Pension and profit sharing plans | 42 | $95,951,642 |
Charitable organizations | 6 | $15,509,032 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,549,092,782,514 | 92898 | 3167 | |
$1,661,286,615,154 | 189311 | 1305 | |
$1,402,425,838,334 | 2405783 | 29300 | |
$1,288,497,806,439 | 2184 | 6407 | |
$1,271,593,679,276 | 2911578 | 34934 |
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