Rise Advisors is an investment advisor in Rochester with $199.98 mm assets under management.
Company profile
Website
Employees
SEC CIK
IRS number
861309512
SEC advisor number
801-119066
FINRA CRD number
309760
AUM ?
$250.10 mm
(as of 1 Mar 24)
Accounts
1,153
(as of 1 Mar 24)
Employees
7
(5 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Feb 22