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 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
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