NIXON PEABODY FINANCIAL ADVISORS LLC
CRD #117232 SEC #801-64472 ROCHESTER, NY (585) 263-1100
SEC Registered
Total AUM
$176.4M
Discretionary
$0
Employees
9
Clients
51
Accounts
115
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2018 | $176.4M | $0 | $176.4M | 9 | 31 |
| Mar 2017 | $150.8M | $0 | $150.8M | 18 | 26 |
| Jun 2016 | $46.3M | $0 | $46.3M | 16 | 26 |
| Mar 2016 | $46.3M | $0 | $46.3M | 16 | 26 |
| Aug 2015 | $43.1M | $0 | $43.1M | 15 | 26 |
| May 2015 | $43.1M | $0 | $43.1M | 15 | 26 |
| Feb 2015 | $43.1M | $0 | $43.1M | 15 | 26 |
| Nov 2014 | $36.8M | $0 | $36.8M | 10 | 26 |
| Mar 2014 | $36.8M | $0 | $36.8M | 10 | 26 |
| Oct 2013 | $52.8M | $0 | $52.8M | 10 | 26 |
| Aug 2013 | $52.8M | $0 | $52.8M | 10 | 26 |
| Aug 2013 | $52.8M | $0 | $52.8M | 10 | 26 |
| Mar 2013 | $52.8M | $0 | $52.8M | 10 | 26 |
| Mar 2013 | $34.7M | $0 | $34.7M | 10 | 26 |
| Oct 2012 | $34.7M | $0 | $34.7M | 6 | 26 |
| Oct 2012 | $34.7M | $0 | $34.7M | 6 | 26 |
| May 2012 | $34.7M | $0 | $34.7M | 6 | 26 |
| Apr 2012 | $34.7M | $0 | $34.7M | 6 | 26 |
| Mar 2012 | $34.7M | $0 | $34.7M | 6 | 26 |
| Mar 2012 | $34.7M | $0 | $34.7M | 6 | 26 |
| Apr 2011 | $33.2M | $0 | $33.2M | 10 | -- |
| Feb 2011 | $236.8M | $315.7K | $236.5M | -- | -- |
| May 2010 | $236.8M | $315.7K | $236.5M | -- | -- |
| Mar 2010 | $152.3M | $236.3K | $152M | -- | -- |
| Oct 2009 | $152.3M | $236.3K | $152M | -- | -- |
| Sep 2009 | $152.3M | $236.3K | $152M | -- | -- |
| Mar 2009 | $152.3M | $236.3K | $152M | -- | -- |
| Dec 2007 | $60.6M | $0 | $60.6M | -- | -- |
| Dec 2007 | $60.6M | $0 | $60.6M | -- | -- |
| Oct 2007 | $60.6M | $0 | $60.6M | -- | -- |
| Mar 2007 | $60.6M | $0 | $60.6M | -- | -- |
| Feb 2007 | $63.5M | $0 | $63.5M | -- | -- |
| Dec 2006 | $31.8M | $0 | $31.8M | 5 | -- |
| Jun 2005 | $25.3M | $0 | $25.3M | 5 | -- |
DateJan 2018
Total AUM$176.4M
Discretionary$0
Non-Disc.$176.4M
Employees9
Clients31
DateMar 2017
Total AUM$150.8M
Discretionary$0
Non-Disc.$150.8M
Employees18
Clients26
DateJun 2016
Total AUM$46.3M
Discretionary$0
Non-Disc.$46.3M
Employees16
Clients26
DateMar 2016
Total AUM$46.3M
Discretionary$0
Non-Disc.$46.3M
Employees16
Clients26
DateAug 2015
Total AUM$43.1M
Discretionary$0
Non-Disc.$43.1M
Employees15
Clients26
DateMay 2015
Total AUM$43.1M
Discretionary$0
Non-Disc.$43.1M
Employees15
Clients26
DateFeb 2015
Total AUM$43.1M
Discretionary$0
Non-Disc.$43.1M
Employees15
Clients26
DateNov 2014
Total AUM$36.8M
Discretionary$0
Non-Disc.$36.8M
Employees10
Clients26
DateMar 2014
Total AUM$36.8M
Discretionary$0
Non-Disc.$36.8M
Employees10
Clients26
DateOct 2013
Total AUM$52.8M
Discretionary$0
Non-Disc.$52.8M
Employees10
Clients26
DateAug 2013
Total AUM$52.8M
Discretionary$0
Non-Disc.$52.8M
Employees10
Clients26
DateAug 2013
Total AUM$52.8M
Discretionary$0
Non-Disc.$52.8M
Employees10
Clients26
DateMar 2013
Total AUM$52.8M
Discretionary$0
Non-Disc.$52.8M
Employees10
Clients26
DateMar 2013
Total AUM$34.7M
Discretionary$0
Non-Disc.$34.7M
Employees10
Clients26
DateOct 2012
Total AUM$34.7M
Discretionary$0
Non-Disc.$34.7M
Employees6
Clients26
DateOct 2012
Total AUM$34.7M
Discretionary$0
Non-Disc.$34.7M
Employees6
Clients26
DateMay 2012
Total AUM$34.7M
Discretionary$0
Non-Disc.$34.7M
Employees6
Clients26
DateApr 2012
Total AUM$34.7M
Discretionary$0
Non-Disc.$34.7M
Employees6
Clients26
DateMar 2012
Total AUM$34.7M
Discretionary$0
Non-Disc.$34.7M
Employees6
Clients26
DateMar 2012
Total AUM$34.7M
Discretionary$0
Non-Disc.$34.7M
Employees6
Clients26
DateApr 2011
Total AUM$33.2M
Discretionary$0
Non-Disc.$33.2M
Employees10
Clients--
DateFeb 2011
Total AUM$236.8M
Discretionary$315.7K
Non-Disc.$236.5M
Employees--
Clients--
DateMay 2010
Total AUM$236.8M
Discretionary$315.7K
Non-Disc.$236.5M
Employees--
Clients--
DateMar 2010
Total AUM$152.3M
Discretionary$236.3K
Non-Disc.$152M
Employees--
Clients--
DateOct 2009
Total AUM$152.3M
Discretionary$236.3K
Non-Disc.$152M
Employees--
Clients--
DateSep 2009
Total AUM$152.3M
Discretionary$236.3K
Non-Disc.$152M
Employees--
Clients--
DateMar 2009
Total AUM$152.3M
Discretionary$236.3K
Non-Disc.$152M
Employees--
Clients--
DateDec 2007
Total AUM$60.6M
Discretionary$0
Non-Disc.$60.6M
Employees--
Clients--
DateDec 2007
Total AUM$60.6M
Discretionary$0
Non-Disc.$60.6M
Employees--
Clients--
DateOct 2007
Total AUM$60.6M
Discretionary$0
Non-Disc.$60.6M
Employees--
Clients--
DateMar 2007
Total AUM$60.6M
Discretionary$0
Non-Disc.$60.6M
Employees--
Clients--
DateFeb 2007
Total AUM$63.5M
Discretionary$0
Non-Disc.$63.5M
Employees--
Clients--
DateDec 2006
Total AUM$31.8M
Discretionary$0
Non-Disc.$31.8M
Employees5
Clients--
DateJun 2005
Total AUM$25.3M
Discretionary$0
Non-Disc.$25.3M
Employees5
Clients--