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HIGH FALLS ADVISORS, INC.

180 South Clinton Ave
Suite 300
Rochester, New York 14604
Tel: 585-935-5300

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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 StatusApproved
Firm CRD#108678
SEC#801-34161
Assets Managed by Firm$520,584,654
No. of Clients1704
No. of Advisors17

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 ClientsAUM
Firm Total1704$520,584,654
Individuals (other than high net worth individuals)816$189,695,780
High net worth individuals160$325,227,385
Charitable organizations4$5,661,489

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