# ENSEMBLE FINANCIAL SERVICES, INC.

ENSEMBLE FINANCIAL SERVICES, INC. of PITTSFORD, NY is an SEC-registered investment adviser.

## Registration

- CRD: 17443
- Type: SEC-registered investment adviser
- SEC file number: 801-61756
- Location: 179 SULLY'S TRAIL, SUITE 302, PITTSFORD, NY, 14467
- Phone: 585.419.1010
- Latest filing: 2011-05-20
- Regulatory AUM: $410.1M
- Discretionary AUM: $303.5M
- Non-discretionary AUM: $106.6M
- Clients: 51
- Accounts: 2,142

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| WELCH EDWARD VIRGIL JR | DIRECTOR; V.P. | — |
| WARNER BARBARA ANNE | CHIEF COMPLIANCE OFFICER | — |
| WATSON CHARLES FRANCIS JR | V.P. | — |
| ROGERS RICHARD JAMES | CEO AND DIRECTOR, FINANCIAL OPERATIONS PRINCIPAL; COO; DIRECTOR (+3 more) | — |
| GUGINO ANTHONY LOUIS | DIRECTOR; DIRECTOR OF AM&M FINANCIAL SERVICES - PARENT COMPANY; PRESIDENT AND FINOPS OF ENSEMBLE FINANCIAL SERVICES, INC. DIRECTOR OF AM&M FINANCIAL SERVICES - PARENT COMPANY (+1 more) | — |
| WERSHING FRANCIS STEPHEN JR | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| ACHZET RUSSELL KEITH | CEO; FOUNDER, VICE CHAIRMAN OF THE BOARD | — |
| FULMER JAMES W | CHAIRMAN OF THE BOARD | — |
| BYRNES JAMES J | SECRETARY; SECRETRARY | — |
| ROMAINE STEPHEN S | DIRECTOR | — |
| BYRNES JAMES JOSEPH | SECRETARY | — |
| BATTAGLIA PAUL JOHN | DIRECTOR | — |
| HARTZ GREGORY JOHN | DIRECTOR | — |
| SHIRER KATHRYN LAMM | V.P. | — |
| FERREN VICTORIA ANN | V.P. | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/17443/brochure
- Similar advisers: https://search.stillhousedata.com/firm/17443/similar
- Related entities: https://search.stillhousedata.com/firm/17443/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/17443

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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.