ENGLESON & ASSOCIATES, INC.
Doing business as ENGLESON & ASSOCIATES. SEC Form ADV profile.
Total regulatory AUM
$114,468,604
Discretionary
$108,885,679
Non-discretionary
$5,582,925
Firm details
- CRD number
- 126349
- SEC file number
- 801-68896
- Main office
- ROCHESTER, NY, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of October 2026.