# ENGLESON & ASSOCIATES

ENGLESON & ASSOCIATES of ROCHESTER, NY is an SEC-registered investment adviser.

## Registration

- CRD: 126349
- Type: SEC-registered investment adviser
- SEC file number: 801-68896
- Location: 930 EAST AVENUE, ROCHESTER, NY, 14607
- Phone: 585-424-6150
- Latest filing: 2026-03-31
- Regulatory AUM: $114.5M
- Discretionary AUM: $108.9M
- Non-discretionary AUM: $5.6M
- Clients: 4
- Accounts: 627

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126349/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126349/similar
- Related entities: https://search.stillhousedata.com/firm/126349/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126349

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.