ROCHESTER FINANCIAL SERVICES
  • ROCHESTER FINANCIAL SERVICES
  • FELDMAN JEFFREY MARK

Adviser Profile

As of Date 01/13/2026
Registration SEC, Approved, 12/23/1999
Contact Info 585 xxxxxxx
Websites
AUM* 340,628,516 24%
of that, discretionary 340,628,516 24%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,064,464 26%
% High Net Worth 40.63% 42%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

341M 292M 243M 195M 146M 97M 49M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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