W.g.shaheen & Associates,ltd.
● SEC registered since 2001CRD 117307SEC# 801-60710Rochester, NY
Reg. AUM
$1.49B
Employees
12
Accounts
1,885
Location
Rochester, NY
W.g.shaheen & Associates,ltd. assets under management
W.g.shaheen & Associates,ltd. is a registered investment adviser overseen by the SEC based in Rochester, NY. The firm has been registered since 2001. It reports $1.5 billion in regulatory assets under management and employs 12 people.
W.g.shaheen & Associates,ltd. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam N. Magee | Partner | 10-25% | 2022 |
| Christopher M Radigan Control | Partner | 10-25% | 2020 |
| Christy Jean Fabian | Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does W.g.shaheen & Associates,ltd. manage?
W.g.shaheen & Associates,ltd. reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does W.g.shaheen & Associates,ltd. have?
W.g.shaheen & Associates,ltd. reports 12 employees.
Where is W.g.shaheen & Associates,ltd. located?
W.g.shaheen & Associates,ltd. is based in Rochester, NY and has been SEC-registered since 2001.
Does W.g.shaheen & Associates,ltd. disclose fund performance?
W.g.shaheen & Associates,ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 959 Panorama Trail S, Suite 190, Rochester, NY 14625 |
| Phone | 585-232-6200 |
| Fax | 585-232-5698 |
| Office hours | 9:00 - 4:00 |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1577001 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.49B▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.49Bregulatory AUM
Discretionary $1.49B