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Money Managers

A list of the top money managers in Rochester. Published May 3, 2019.

Product Records Price Cart
file download. (All records that qualify)
25 $45.00 Product

Fields included in the MONEY MANAGERS product:

NOTE: Some records may not contain data for every field listed below.

  • Name
  • Address
  • City
  • State
  • Zip Code
  • Telephone
  • Website
  • Assets Managed Locally - Hidden
  • Minimum Account Accepted ($)
  • Institutional Assets as
  • Individual Assets as
  • Total No. of Accounts Managed Locally
  • Investment Specialties
  • Equity Management
  • Balanced
  • Fixed Income
  • Real Estate
  • Convertible Securities
  • Trust Services::Trust Services?
  • No. local employees - Money Managers
  • Companywide
  • Year Locally Founded
  • Name of Top Local Executive(s): (First name, Last name, Title)

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