Rochester Investments Inc
● SEC registered since 2020CRD 306782SEC# 801-119583Rochester, NY
Reg. AUM
$69.5M
Employees
1
Accounts
300
Location
Rochester, NY
Rochester Investments Inc assets under management
Rochester Investments Inc operates as an SEC-registered investment adviser based in Rochester, NY. The firm has been registered since 2020. It reports $69.5 million in regulatory assets under management and employs 1 people.
Rochester Investments Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Diana S Apostolova Control | Chief Compliance Officer | Over 75% | 2020 |
| Diana S Apostolova Control | President | Over 75% | 2019 |
Frequently asked questions
How much does Rochester Investments Inc manage?
Rochester Investments Inc reports $69.5 million in regulatory assets under management on its Form ADV.
How many employees does Rochester Investments Inc have?
Rochester Investments Inc reports 1 employees.
Where is Rochester Investments Inc located?
Rochester Investments Inc is based in Rochester, NY and has been SEC-registered since 2020.
Does Rochester Investments Inc disclose fund performance?
Rochester Investments Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1580 W Ridge Rd, Rochester, NY 14615 |
| Phone | 585-568-6656 |
| Fax | 585-357-5005 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$69.5M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$69.5Mregulatory AUM
Discretionary $69.5M