RISE ADVISORS, LLC - Financial Advisor in New York, Rochester

Tel: 585-565-3444 400 Linden Oaks Suite 120 Rochester, New York 14625

About RISE ADVISORS, LLC

RISE ADVISORS, LLC is a Rochester, New York based financial advisory firm with nearly $340,850,820 in assets under management and provides investment advisory services for 1169 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

309760

Firm SEC#:

801-119066

Assets Under Management:

$340,850,820

No. of Clients:

1169

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

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