ROCHESTER INVESTMENTS

ROCHESTER INVESTMENTS of ROCHESTER, NY is an SEC-registered investment adviser (CRD 306782). Regulatory assets under management: $69.5M.

Registration

• CRD: 306782
• SEC file number: 801-119583
• Type: Registered investment adviser
• Location: 1580 W RIDGE RD, ROCHESTER, NY, 14615
• Phone: 585-568-6656
• Latest filing: 2026-03-13
• Regulatory AUM: $69.5M
• Discretionary AUM: $69.5M
• Clients: 1
• Accounts: 300

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306782 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search