Advisers in Honeoye Falls, NY

2 advisers in Honeoye Falls — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Gilbert Financial, LLC25 Norton Street · Honeoye Falls, NY 14472 · (585) 241-3150 · % of assets managedCRD 130337 · % of assets · $109.8 million AUMSEC registeredNo commissions reported Honeoye Falls Capital LLC21 Norton Street · Honeoye Falls, NY 14472 · (585) 770-7171 · Financial planningCRD 333306 · % of assets, Hourly charges, Fixed fees · $67.0 million AUMSEC registeredNo commissions reported

Talking to advisers in Honeoye Falls? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.