| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Michael Valerie Control | President, Chief Executive Officer, Chief Compliance Officer | Over 75% | 2015 |
Engleson & Associates, Inc. reports $102.4 million in regulatory assets under management on its Form ADV.
Engleson & Associates, Inc. reports 4 employees.
Engleson & Associates, Inc. is based in Rochester, NY and has been SEC-registered since 2008.
Engleson & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 930 East Avenue, Suite 300, Rochester, NY 14607 |
| Phone | 585-424-6150 |
| Fax | 585-424-6597 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $98.4M |
| Non-discretionary | $4M |
| Total (RAUM) | $102.4M |