Engleson & Associates

Engleson & Associates (CRD# 126349) is a financial advisory firm headquartered in Rochester, NY. They manage $85,565,704 in 526 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
930 East Avenue, Suite 300, Rochester, NY 14607
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    526
    ACCOUNTS
  • Average Account Value
    $162,672
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY, PA

Financial Advisors at Engleson & Associates
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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