ROCHESTER INVESTMENTS

1580 W Ridge Rd
Rochester, New York 14615
Tel: 585-568-6656

About ROCHESTER INVESTMENTS

ROCHESTER INVESTMENTS, formally registered with the SEC as ROCHESTER INVESTMENTS. The firm was established in 10/05/2020. They have over 2 offices throughout the country.

ROCHESTER INVESTMENTS is a Rochester, New York based Financial Planning firm with nearly $45,662,020 assets under management, offering retirement planning & investment advisory services to 301 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306782
SEC#	801-119583
Assets Managed by Firm	$45,662,020
No. of Clients	301
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	301	$45,662,020
Individuals (other than high net worth individuals)	120	$24,102,902
High net worth individuals	18	$21,559,118

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