Engleson & Associates

Engleson & Associates (CRD# 126349) is a financial advisory firm headquartered in Rochester, NY. They manage $45,294,963 in 762 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    762
    ACCOUNTS
  • Average Account Value
    $59,442
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Engleson & Associates
No Advisor Found.
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