Wgshaheen & Associates Ltd

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Wgshaheen & Associates Ltd
CRD #117307
SEC #801-60710
CIK #
AUM $606.7 MM (99% Disc, 100% US, 2020-03-09)
Employees12 (58% Investors, 0% Brokers)
Phone585-232-6200
Address311 Alexander Street
Rochester, NY 14604
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
61048836624412201999200620132021
Comparable Firms State AUM ($BB)
Evanson Steven Edward
CA 0.6
Mosaic Financial Partners Inc
CA 0.6
Stratford Consulting LLC
TX 0.6
T Rowe Price Advisory Services Inc
MD 0.6
American Financial Advisors LLC
GA 0.6
Lowell Blake & Associates Inc
MA 0.6
Cooperative Funeral Fund Inc
CT 0.6
USAA Federal Savings Bank
TX 0.6
The Family Firm Inc
MD 0.6
Giraffes Inc
MS 0.6
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com