Adviser Profile
| As of Date | 09/18/2024 |
| Registration status | Registration Changed to ROCHESTER WEALTH STRATEGIES, LLC |
| ADV Location | ROCHESTER, MI, United States |
| Contact Info | (24 xxxxxxx |
| Websites |
| AUM* | 121,380,030 28% |
| of that, discretionary | 119,674,048 27% |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 332,548 19% |
| % High Net Worth | 30.83% -27% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds