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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Rise Advisors LLC
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| CRD # | 309760 |
| SEC # | 801-119066 |
| CIK # | 0001831316 |
| AUM | $340.9 M (2025-03-03) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 585-565-3444 |
| Address | 400 Linden Oaks Rochester, NY 14625 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.3 | ||
| Nvidia Corp | 4.1 | ||
| Apple Inc | 3.6 | ||
| Amazon Com Inc | 2.4 | ||
| Alphabet Inc | 1.5 | ||
| Facebook Inc | 1.2 | ||
| Exxon Mobil Corp | 1.1 | ||
| J P Morgan Chase & Co | 1.1 | ||
| Tompkins Financial Corp | 1.0 | ||
| Tesla Motors Inc | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 232 | 87.8 |
| (b) Individuals (high net worth individuals) | 187 | 197.9 |
| (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 | 3 | 46.4 |
| (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 | 4 | 8.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,169 | 340.9 |
| By Discretionary | ||
| Discretionary | 998 | 311.8 |
| Non-Discretionary | 171 | 29.1 |
| Total | 1,169 | 340.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 340.9 | |
| Total | 1,169 | 340.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001831316] |
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