Cobblestone Capital Advisors, LLC
Cobblestone Capital Advisors, LLC (CRD# 108023) is a financial advisory firm headquartered in Rochester, NY. They manage $2,577,480,524 in 3,163 accounts and serve the financial needs of clients across 23 states (or territories).
Current Firm Details
Cobblestone Capital Advisors, LLC
By the Numbers
-
Total Assets Under Management2,577MILLION
-
Total Number of Accounts3,163ACCOUNTS
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Average Account Value$814,885
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NY, OR, PA, RI, SC, TX, VA, VT, WA
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