Engleson & Associates is an SEC registered investment adviser organized as a corporation with a primary office location in Rochester, NY. Its latest Form ADV filing, dated March 31, 2026, reports $114M in regulatory assets under management, 4 employees, and 627 accounts.
Assets Under Management
$114M
Employees
4
Offices
--
Total Clients
362
Primary office
ROCHESTER, NY
930 EAST AVENUE, SUITE 300, ROCHESTER, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.7% of total clients.
Top client categories% of clientsClients
1
Individuals
75.7%
274
2
HNWI
24.3%
88
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$114Mas of March 31, 2026
Discretionary95.1%
$109M
95% of total RAUM95.1%
Non-discretionary4.9%
$6M
5% of total RAUM4.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$114M
Total Accounts627
10Y AUM Change+$69M (+152.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee91:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.