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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-18-2020
- Office Locations
- 1
Office Locations
About Rochester Investments
Rochester Investments, Inc. is an SEC-registered RIA in Rochester, NY serving individuals, families, and small businesses with investment management and financial planning. The firm builds long-term portfolios using stocks, bonds, ETFs, mutual funds, and CDs, and provides retirement and retirement-income planning, tax and estate strategies, and business planning (including 401(k)/pension setup and rollovers). Primary custodian is Charles Schwab; can support other custodians for certain 403(b) accounts.
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Client Personas
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Investment Themes
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Owner & Executives
DIANA S APOSTOLOVA
Investment Advisor, President
- CRD
- #6247608
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,546,598 | $231,822 |
| Non-Discretionary | $0 | -- |
| Total | $69,546,598 | $231,822 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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