ENGLESON & ASSOCIATES

930 East Avenue
Suite 300
Rochester, New York 14607
Tel: 585-424-6150

About ENGLESON & ASSOCIATES

ENGLESON & ASSOCIATES, formally registered with the SEC as ENGLESON & ASSOCIATES. The firm was established in 03/20/2008. They have over 1 offices throughout the country.

ENGLESON & ASSOCIATES is a Rochester, New York based Financial Planning firm with nearly $85,565,704 assets under management, offering retirement planning & investment advisory services to 526 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126349
SEC#	801-68896
Assets Managed by Firm	$85,565,704
No. of Clients	526
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	526	$85,565,704
Individuals (other than high net worth individuals)	237	$30,436,655
High net worth individuals	64	$55,129,049

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