High Falls Advisors Inc

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Assets, Funds, Holdings

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High Falls Advisors Inc
CRD #108678
SEC #801-34161
CIK #0001569139
AUM $520.6 MM (2024-03-28)
Employees 17 (65% Investors, 18% Brokers)
Phone585-935-5300
Address180 South Clinton Ave
Rochester, NY 14604
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
60048036024012002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 11.5
MSFT 1,918,222.4 3.7
NVDA 399,550.0 2.7
CAT 99,975.7 1.6
 
 
 
 
 
 
 
Holdings by Sector ($MM)
4503602701809002016201920222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 816 189.7
(b) Individuals (high net worth individuals) 160 325.2
(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 4 5.7
(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 1,704 520.6
By Discretionary
Discretionary 1,704 520.6
Non-Discretionary 0 0.0
Total 1,704 520.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 520.6
Total 1,704 520.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001569139]
Comparable Firms State AUM ($BB)
Marketriders Inc
MO 0.6
Koesten Hirschmann & Crabtree Inc
KS 0.5
Source Financial Advisors LLC
NY 0.5
Wilsey Asset Management Incorporated
CA 0.5
West Financial Advisors LLC
IA 0.5
Brent Forrest & Associates LLC
TX 0.5
von Borstel & Associates Inc
OR 0.5
Matthew Goff Investment Advisor LLC
TX 0.5
Reliant Wealth Planning LLC
KY 0.5
Total Clarity Wealth Management Inc
IL 0.5
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