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Rise Advisors, LLC

● SEC registered since 2020CRD 309760SEC# 801-119066Rochester, NY
Export (members)
Reg. AUM
$340.9M
Employees
7
Accounts
1,169
Location
Rochester, NY

Rise Advisors, LLC assets under management

Rise Advisors, LLC is an SEC-registered investment adviser based in Rochester, NY. The firm has been registered since 2020. It reports $340.9 million in regulatory assets under management and employs 7 people.
www.linkedin.com/company/rise-advisors-llcView on SEC.gov ↗

Rise Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Mark Bradford Jones ControlPartner25-50%2020
Stephanie Michel Kelm ControlCco, Partner25-50%2020
Zachary Maxwell Harrington ControlPartner25-50%2020

Frequently asked questions

How much does Rise Advisors, LLC manage?

Rise Advisors, LLC reports $340.9 million in regulatory assets under management on its Form ADV.

How many employees does Rise Advisors, LLC have?

Rise Advisors, LLC reports 7 employees.

Where is Rise Advisors, LLC located?

Rise Advisors, LLC is based in Rochester, NY and has been SEC-registered since 2020.

Does Rise Advisors, LLC disclose fund performance?

Rise Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address400 Linden Oaks, Suite 120, Rochester, NY 14625
Phone585-565-3444
Fax585-565-3444
Office hours8 a.m. - 5 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1831316
Discloses disciplinary historyNo

Assets under management

Discretionary$311.8M
Non-discretionary$29.1M
Total (RAUM)$340.9M