RISE ADVISORS, LLC

400 Linden Oaks
Suite 120
Rochester, New York 14625
Tel: 585-565-3444

About RISE ADVISORS, LLC

RISE ADVISORS, LLC, formally registered with the SEC as RISE ADVISORS, LLC. The firm was established in 07/16/2020. They have over 1 offices throughout the country.

RISE ADVISORS, LLC is a Rochester, New York based Financial Planning firm with nearly $340,850,820 assets under management, offering retirement planning & investment advisory services to 1169 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309760
SEC#	801-119066
Assets Managed by Firm	$340,850,820
No. of Clients	1169
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1169	$340,850,820
Individuals (other than high net worth individuals)	232	$87,796,102
High net worth individuals	187	$197,880,269
Charitable organizations	3	$46,406,437
Corporations or other businesses	4	$8,768,012

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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