ENGLESON & ASSOCIATES of ROCHESTER, NY is an SEC-registered investment adviser (CRD 126349). Regulatory assets under management: $114.5M.
Compensation: % of AUM, Hourly, Fixed, Commissions.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Jonathan Michael Valerie | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| ENGLESON PHILIP MICHAEL | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| CORRELL III JOHN ANDREW | CHIEF COMPLIANCE OFFICER | — |
| VALERIE ANDREW MICHAEL | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |