|
⚲
|
| Engleson & Associates Inc
✚
|
|
|---|---|
| CRD # | 126349 |
| SEC # | 801-68896 |
| CIK # | |
| AUM | $85.6 MM (2024-03-26) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 585-424-6150 |
| Address | 930 East Avenue Rochester, NY 14607 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 237 | 30.4 |
| (b) Individuals (high net worth individuals) | 64 | 55.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 526 | 85.6 |
| By Discretionary | ||
| Discretionary | 513 | 81.9 |
| Non-Discretionary | 13 | 3.7 |
| Total | 526 | 85.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 85.6 | |
| Total | 526 | 85.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Equilibrium Wealth LLC
✚
|
0.1 | |
|
Peerless Wealth LLC
✚
|
OH | 0.1 |
|
Rapid Scale LLC
✚
|
NV | 0.1 |
|
The Hajdari Group LLC
✚
|
NY | 0.1 |
|
Ormonde USA LLC
✚
|
0.1 | |
|
Conway Partners Management LLC
✚
|
NY | 0.1 |
|
Alsworth Capital Management LLC
✚
|
NY | 0.1 |
|
Pin Wealth LLC
✚
|
MA | 0.1 |
|
JCN Financial & Tax Advisory Group LLC
✚
|
LA | 0.1 |
|
Atrato Asset Management LLC
✚
|
WA | 0.1 |