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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 $451,421,521 assets under management, offering retirement planning & investment advisory services to 1640 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 | $451,421,521 |
| No. of Clients | 1640 |
| No. of Advisors | 17 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1640 | $451,421,521 |
| Individuals (other than high net worth individuals) | 828 | $197,692,137 |
| High net worth individuals | 132 | $248,067,895 |
| Charitable organizations | 4 | $5,661,489 |
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