Rochester Investments
Rochester Investments is an SEC-registered mass-market adviser in Rochester, NY with $69.5M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Rochester Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306782, SEC 801-119583, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $69.5M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Rochester, NY
- Employees
- 1
- Clients
- 147
- CRD
- 306782
- Ownership
- APOSTOLOVA, DIANA, S
How much AUM does Rochester Investments have?
Rochester Investments reported $69.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Rochester Investments?
Disclosed owners and executives of Rochester Investments include APOSTOLOVA, DIANA, S. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.