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RISE ADVISORS, LLC

Tel: 585-565-3444
400 Linden Oaks
Suite 120
Rochester, New York  14625

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RISE ADVISORS, LLC

RISE ADVISORS, LLC is a Rochester, New York based financial advisory firm with nearly $340,850,820 in assets under management and provides investment advisory services for 1169 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

309760

SEC#:

801-119066

No. of Clients:

1169

Assets under Management

$340,850,820

No. of Advisors:

7

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