Cudlipp Advisor Services, LLC
Cudlipp Advisor Services, LLC (CRD# 173671) is a financial advisory firm headquartered in Pittsford, NY. They manage $54,613,738 in 398 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Cudlipp Advisor Services, LLC
By the Numbers
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Total Assets Under Management55MILLION
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Total Number of Accounts398ACCOUNTS
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Average Account Value$137,220
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NY
Financial Advisors at Cudlipp Advisor Services, LLC
No Advisor Found.
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