COBBLESTONE CAPITAL ADVISORS, LLC - Financial Advisor in New York, Rochester

Tel: 585-473-3333 500 Linden Oaks Suite 210 Rochester, New York 14625

About COBBLESTONE CAPITAL ADVISORS, LLC

COBBLESTONE CAPITAL ADVISORS, LLC is a Rochester, New York based financial advisory firm with nearly $2,577,480,524 in assets under management and provides investment advisory services for 3163 clients. There are currently 41 financial advisors at the firm.

General Information

Firm CRD#:

108023

Firm SEC#:

801-55482

Assets Under Management:

$2,577,480,524

No. of Clients:

3163

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$1,170,631,357

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$1,017,218,031

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