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