Rochester Financial Services
Rochester Financial Services is an SEC-registered wealth manager with $340.6M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Rochester Financial Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107956, SEC 801-57098, data through 2026-01-13.
- AUM (assets under management / regulatory AUM)
- $340.6M (2026-01-13)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 320
- CRD
- 107956
- Ownership
- FELDMAN JEFFREY MARK; FELDMAN, JEFFREY, MARK
How much AUM does Rochester Financial Services have?
Rochester Financial Services reported $340.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-13).
Who owns Rochester Financial Services?
Disclosed owners and executives of Rochester Financial Services include FELDMAN JEFFREY MARK, FELDMAN, JEFFREY, MARK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.