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Rise Advisors, Llc
Rochester, New York
RISE ADVISORS, LLC is a leading investment advisory firm based out of Rochester, NY. With seven dedicated professionals, including highly experienced advisors Stephanie Kelm, Angelica Sudore, and Scott Klatt, they offer comprehensive financial services to individuals and businesses in the region.
Specializing in investment advisory services, RISE ADVISORS, LLC has five skilled advisors who collectively manage an impressive $642,950,000 in assets. On average, each investment advisor oversees approximately $128,590,000 in assets under management, aligning with the industry average.
The firm's compensation structure encompasses...see more
Assets Under Mgmt
$199.98M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Reviews for Rise Advisors, Llc
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