Cudlipp Advisor Services, LLC
Cudlipp Advisor Services, LLC (CRD# 173671) is a financial advisory firm headquartered in Pittsford, NY. They manage $40,446,174 in 585 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts585ACCOUNTS
Average Account Value$69,139
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses