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COBBLESTONE CAPITAL ADVISORS, LLC

Tel: 585-473-3333
500 Linden Oaks
Suite 210
Rochester, New York  14625

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COBBLESTONE CAPITAL ADVISORS, LLC

COBBLESTONE CAPITAL ADVISORS, LLC is a Rochester, New York based financial advisory firm with nearly $2,577,480,524 in assets under management and provides investment advisory services for 3163 clients. There are currently 41 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

Firm CRD#:

108023

SEC#:

801-55482

No. of Clients:

3163

Assets under Management

$2,577,480,524

No. of Advisors:

41

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