Engleson & Associates, Inc.
● SEC registered since 2008CRD 126349SEC# 801-68896Rochester, NY
Reg. AUM
$114.5M
Employees
4
Accounts
627
Location
Rochester, NY
Engleson & Associates, Inc. assets under management
Engleson & Associates, Inc. is an investment advisory firm registered with the SEC based in Rochester, NY. The firm has been registered since 2008. It reports $114.5 million in regulatory assets under management and employs 4 people.
Engleson & Associates, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Michael Valerie Control | President, Chief Executive Officer, Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Engleson & Associates, Inc. manage?
Engleson & Associates, Inc. reports $114.5 million in regulatory assets under management on its Form ADV.
How many employees does Engleson & Associates, Inc. have?
Engleson & Associates, Inc. reports 4 employees.
Where is Engleson & Associates, Inc. located?
Engleson & Associates, Inc. is based in Rochester, NY and has been SEC-registered since 2008.
Does Engleson & Associates, Inc. disclose fund performance?
Engleson & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 930 East Avenue, Suite 300, Rochester, NY 14607 |
| Phone | 585-424-6150 |
| Fax | 585-424-6597 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$114.5M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$114.5Mregulatory AUM
Discretionary $108.9MNon-discretionary $5.6M