ENGLESON & ASSOCIATES, INC.
Legal name: ENGLESON & ASSOCIATES
CRD #126349 SEC #801-68896 ROCHESTER, NY 585-424-6150
SEC Registered
Total AUM
$102.4M
Discretionary
$98.4M
Employees
4
Clients
10
Accounts
643
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $102.4M | $98.4M | $4M | 4 | 0 |
| Mar 2024 | $85.6M | $81.9M | $3.7M | 2 | 0 |
| Mar 2023 | $79.6M | $76.1M | $3.5M | 2 | 0 |
| Jul 2022 | $88.4M | $84.6M | $3.8M | 2 | 0 |
| May 2021 | $75M | $70.8M | $4.3M | 2 | 0 |
| Jul 2020 | $60.2M | $56.3M | $3.9M | 2 | 0 |
| Apr 2019 | $51.2M | $47.4M | $3.7M | 2 | 0 |
| Mar 2018 | $55.1M | $51.3M | $3.8M | 2 | 0 |
| Apr 2017 | $52.1M | $42.5M | $9.6M | 2 | 300 |
| Mar 2017 | $45.3M | $39.3M | $6M | 2 | 300 |
| Mar 2016 | $45.3M | $39.3M | $6M | 2 | 300 |
| Mar 2015 | $47.1M | $46.8M | $310.3K | 2 | 400 |
| May 2014 | $43M | $41.9M | $1.1M | 6 | 500 |
| Apr 2013 | $44.6M | $43.3M | $1.3M | 6 | 500 |
| Aug 2012 | $44.6M | $44.6M | $0 | 1 | 500 |
| Jun 2012 | $44.6M | $44.6M | $0 | 1 | 500 |
| Apr 2012 | $42.3M | $42.3M | $0 | 1 | 500 |
| Mar 2012 | $42.3M | $42.3M | $0 | 1 | 500 |
| Mar 2011 | $53.4M | $44.9M | $8.5M | 5 | -- |
| Mar 2010 | $35.8M | $35.8M | $0 | 5 | -- |
DateMar 2025
Total AUM$102.4M
Discretionary$98.4M
Non-Disc.$4M
Employees4
Clients0
DateMar 2024
Total AUM$85.6M
Discretionary$81.9M
Non-Disc.$3.7M
Employees2
Clients0
DateMar 2023
Total AUM$79.6M
Discretionary$76.1M
Non-Disc.$3.5M
Employees2
Clients0
DateJul 2022
Total AUM$88.4M
Discretionary$84.6M
Non-Disc.$3.8M
Employees2
Clients0
DateMay 2021
Total AUM$75M
Discretionary$70.8M
Non-Disc.$4.3M
Employees2
Clients0
DateJul 2020
Total AUM$60.2M
Discretionary$56.3M
Non-Disc.$3.9M
Employees2
Clients0
DateApr 2019
Total AUM$51.2M
Discretionary$47.4M
Non-Disc.$3.7M
Employees2
Clients0
DateMar 2018
Total AUM$55.1M
Discretionary$51.3M
Non-Disc.$3.8M
Employees2
Clients0
DateApr 2017
Total AUM$52.1M
Discretionary$42.5M
Non-Disc.$9.6M
Employees2
Clients300
DateMar 2017
Total AUM$45.3M
Discretionary$39.3M
Non-Disc.$6M
Employees2
Clients300
DateMar 2016
Total AUM$45.3M
Discretionary$39.3M
Non-Disc.$6M
Employees2
Clients300
DateMar 2015
Total AUM$47.1M
Discretionary$46.8M
Non-Disc.$310.3K
Employees2
Clients400
DateMay 2014
Total AUM$43M
Discretionary$41.9M
Non-Disc.$1.1M
Employees6
Clients500
DateApr 2013
Total AUM$44.6M
Discretionary$43.3M
Non-Disc.$1.3M
Employees6
Clients500
DateAug 2012
Total AUM$44.6M
Discretionary$44.6M
Non-Disc.$0
Employees1
Clients500
DateJun 2012
Total AUM$44.6M
Discretionary$44.6M
Non-Disc.$0
Employees1
Clients500
DateApr 2012
Total AUM$42.3M
Discretionary$42.3M
Non-Disc.$0
Employees1
Clients500
DateMar 2012
Total AUM$42.3M
Discretionary$42.3M
Non-Disc.$0
Employees1
Clients500
DateMar 2011
Total AUM$53.4M
Discretionary$44.9M
Non-Disc.$8.5M
Employees5
Clients--
DateMar 2010
Total AUM$35.8M
Discretionary$35.8M
Non-Disc.$0
Employees5
Clients--