Candace Shira Associates, LLC
Candace Shira Associates, LLC is an SEC-registered wealth manager in Pittsford, NY with $443.5M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Candace Shira Associates, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165984, SEC 801-77488, data through 2026-05-07.
- AUM (assets under management / regulatory AUM)
- $443.5M (2026-05-07)
- Firm type
- Wealth Manager
- Location
- Pittsford, NY
- Employees
- 4
- Clients
- 434
- CRD
- 165984
- Ownership
- KAY, NANCY, BETH; ENGLE, MARVIN, CHARLES; FILBERTO, ANTHONY, JOSEPH; SHIRA, CANDACE, ANN; SHIRA, CANDACE, A
How much AUM does Candace Shira Associates, LLC have?
Candace Shira Associates, LLC reported $443.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-07).
Who owns Candace Shira Associates, LLC?
Disclosed owners and executives of Candace Shira Associates, LLC include KAY, NANCY, BETH, ENGLE, MARVIN, CHARLES, FILBERTO, ANTHONY, JOSEPH, SHIRA, CANDACE, ANN, SHIRA, CANDACE, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.