- Excel spreadsheets contain information about all the qualified companies that submitted information. Note: Not all companies supply information for all fields.
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RBJ Lists: the best place for information about business in the Rochester - Finger Lakes region!
A list of the top money managers in Rochester. Published May 3, 2019.
file download. (All records that qualify)
Fields included in the MONEY MANAGERS product:
NOTE: Some records may not contain data for every field listed below.
- Zip Code
- Assets Managed Locally - Hidden
- Minimum Account Accepted ($)
- Institutional Assets as
- Individual Assets as
- Total No. of Accounts Managed Locally
- Investment Specialties
- Equity Management
- Fixed Income
- Real Estate
- Convertible Securities
- Trust Services::Trust Services?
- No. local employees - Money Managers
- Year Locally Founded
- Name of Top Local Executive(s): (First name, Last name, Title)
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