$340.6M Total AUM
$340.6M Disc. AUM
14.2% 3Y CAGR
1 Employees
320 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-23-1999
- Office Locations
- 1
Office Locations
-- Pittsford NY
About Rochester Financial Services
Rochester Financial Services is a fee-only, SEC-registered RIA founded in 1993 providing portfolio management and financial planning for clients in Rochester, NY and across the U.S. Owner Jeff Feldman, Ph.D., CFP focuses on no-load mutual fund investing and asset allocation. He is a NAPFA member and a Rochester Business Journal Top 25 Money Manager (2010-2020).
Team overview
-- AVG AGE
$340.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
26yrs Firm Age
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Investment Themes
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Technology
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Owner & Executives
J
JEFFREY MARK FELDMAN
Chief Compliance Officer
- CRD
- #2871630
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $340,628,516 | $1,064,464 |
| Non-Discretionary | $0 | -- |
| Total | $340,628,516 | $1,064,464 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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