HIGH Falls Advisors Inc
Legal Name: HIGH FALLS ADVISORS, INC.
180 SOUTH CLINTON AVE, SUITE 300, ROCHESTER, NY
Full Contact Details
Other Info
HIGH Falls Advisors Inc is legally known as HIGH FALLS ADVISORS, INC.. It is a NY Corporation. This firm has 14 employees, of which 8 are employees in advisory roles. It serves 12 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 4, 1989.
Direct Owners
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JAMES THOMAS ENGLERT
PRESIDENT AND CEO owns 75% or more
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JENNIFER ENGLERT VOGLER
CHIEF COMPLIANCE OFFICER owns less than 5%
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KENNETH JOSEPH BURKE
CHIEF FINANCIAL OFFICER/GENERAL MANAGER owns less than 5%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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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