HIGH Falls Advisors Inc
Legal Name: HIGH FALLS ADVISORS, INC.
180 SOUTH CLINTON AVE, SUITE 300, ROCHESTER, NY
585-935-5300
http://www.highfallsadvisors.com
Frequently Asked Questions (FAQ)
Full Contact Details
HIGH Falls Advisors Inc
180 SOUTH CLINTON AVE, SUITE 300, ROCHESTER, NY
585-935-5300
585-777-4037
Other Info
HIGH Falls Advisors Inc, a New York Corporation, boasts 14 employees, eight of whom are in advisory roles, and serves 12 clients. It was approved by the U.S. Securities and Exchange Commission with a registration date of May 4, 1989.
Rochester, NY — High Falls Advisors
We offer a wide range of services including retirement planning, tax planning and preparation, professionally managed portfolios and investments, employee benefits counseling and estate management.
Direct Owners
-
JAMES THOMAS ENGLERT
PRESIDENT AND CEO owns 75% or more
-
JENNIFER ENGLERT VOGLER
CHIEF COMPLIANCE OFFICER owns less than 5%
-
KENNETH JOSEPH BURKE
CHIEF FINANCIAL OFFICER/GENERAL MANAGER owns less than 5%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 15, 2019
- SPDR S&P 500 ETF TR TR UNIT $22,626k
- ISHARES TR $20,847k
- ISHARES $19,427k
- ISHARES TR IBOXX HI YD ETF $19,091k
- INVESCO EXCHANGETRAD $19,079k
- ISHARES $16,643k
- ISHARES TR CORE S&P MCP ETF $16,571k
- ISHARES TR CORE MSCI EAFE $15,469k
- ISHARES TR CORE US AGGBD ET $13,436k
- ISHARES TR $13,268k