Engleson & Associates
Engleson & Associates is an SEC-registered mass-market adviser in Rochester, NY with $114.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Engleson & Associates: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126349, SEC 801-68896, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $114.5M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Rochester, NY
- Employees
- 4
- Clients
- 362
- CRD
- 126349
- Ownership
- ENGLESON, PHILIP, MICHAEL; CORRELL III, JOHN, ANDREW; VALERIE, JONATHAN, MICHAEL
How much AUM does Engleson & Associates have?
Engleson & Associates reported $114.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Engleson & Associates?
Disclosed owners and executives of Engleson & Associates include ENGLESON, PHILIP, MICHAEL, CORRELL III, JOHN, ANDREW, VALERIE, JONATHAN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.