CANDACE SHIRA ASSOCIATES, LLC
Pittsford, New York
Candace Shira Associates, LLC is a small investment advisory firm based out of Pittsford, NY, offering personalized financial services to a diverse clientele. With a single office location, the firm operates with a dedicated team of four employees, three of whom specialize in providing comprehensive investment advisory services. As a whole, Candace Shira Associates, LLC manages an average of approximately $108,310,000 in assets under management per investment advisor, aligning with industry standards. The firm adopts a versatile compensation structure, accommodating various client needs. Their fees include a percentage of assets ...
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Assets Under Mgmt

$324.93M

Investment Professionals

3

Locations

0

% 401K & Individual

23%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Insurance broker or agent
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