CRD: 126349
Engleson & Associates
Rochester, NY, 14607
5854246150
$114.5M Total AUM
$108.9M Disc. AUM
12.9% 3Y CAGR
4 Employees
362 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-20-2008
- Office Locations
- 1
Office Locations
930 East Avenue Suite 300 Rochester NY
About Engleson & Associates
Engleson & Associates is a Rochester-based RIA. The firm has been operating for 18 years. Managing $114.5M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
-- AVG AGE
$28.6M AVG AUM / ADVISOR
$316.2K AVG AUM / CLIENT
1.7 yrs AVG TENURE
4 Employees
4 Advisory Reps
2 RIA Reps
18yrs Firm Age
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Asset Classes
Catalyst beacon Capital Legacy insight
Client Personas
Element
Investment Themes
Alpha Momentum vital
Investment Vehicles
Pioneer value
Services
Catalyst legacy Alpha bridge North north Legacy Radial eagle
Owner & Executives
J
JONATHAN MICHAEL VALERIE
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5716244
- Ownership
- 75% or more
(657) 851-8020
harbor.signal@zenithcapital.com
in linkedin.com/in/bridge-alpha
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,885,679 | $176,762 |
| Non-Discretionary | $5,582,925 | $507,539 |
| Total | $114,468,604 | $182,566 |
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Separately Managed Accounts
Total SMA Asset: $114,468,604
Public Funds:
27.8% Equity - Exchange:
30.8% Cash:
15.4% Corporate - Investment Grade:
19.4% Derivatives:
6.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,338,974,501 | 27.8% |
| Equity - Exchange | $2,591,381,821 | 30.8% |
| Cash | $1,295,690,910 | 15.4% |
| Corporate - Investment Grade | $1,632,234,004 | 19.4% |
| Derivatives | $555,296,104 | 6.6% |
| Total | $8,413,577,340 | 100.0% |