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CANDACE SHIRA ASSOCIATES, LLC

Tel: 585-249-1550
115 Sully'S Trail
Suite 8
Pittsford, New York  14534

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CANDACE SHIRA ASSOCIATES, LLC

CANDACE SHIRA ASSOCIATES, LLC is a Pittsford, New York based financial advisory firm with nearly $367,443,136 in assets under management and provides investment advisory services for 926 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

165984

SEC#:

801-77488

No. of Clients:

926

Assets under Management

$367,443,136

No. of Advisors:

4

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