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Home > Retirement Planners > new york > rochester > HIGH FALLS ADVISORS, INC.
HIGH FALLS ADVISORS, INC.
180 South Clinton Ave
Suite 300
Rochester, New York 14604
Tel: 585-935-5300
About HIGH FALLS ADVISORS, INC.
HIGH FALLS ADVISORS, INC, formally registered with the SEC as HIGH FALLS ADVISORS, INC. The firm was established in 05/04/1989. They have over 1 offices throughout the country.
HIGH FALLS ADVISORS, INC. is a Rochester, New York based Financial Planning firm with nearly $520,584,654 assets under management, offering retirement planning & investment advisory services to 1704 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108678 |
| SEC# | 801-34161 |
| Assets Managed by Firm | $520,584,654 |
| No. of Clients | 1704 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1704 | $520,584,654 |
| Individuals (other than high net worth individuals) | 816 | $189,695,780 |
| High net worth individuals | 160 | $325,227,385 |
| Charitable organizations | 4 | $5,661,489 |
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