WORTH CONSIDERING, INC.
CRD #157904 SEC #801-99347 ROCHESTER, NY 585-389-6197
SEC Registered
Total AUM
$55.1M
Discretionary
$52M
Employees
1
Clients
26
Accounts
172
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PEARTREE, DAVID, S | I | PRESIDENT, CCO | E | Control |
| PEARTREE, DAVID, S | I | PRESIDENT, CCO | E | Control |
| PEARTREE, DAVID, S | I | PRESIDENT, CCO | E | Control |
| PEARTREE, DAVID, S | I | PRESIDENT, CCO | E | Control |
| PEARTREE, DAVID, S | I | PRESIDENT, CCO | E | Control |
| PEARTREE, DAVID, S | I | PRESIDENT, CCO | E | Control |
| PEARTREE, DAVID, S | I | PRESIDENT, CCO | E | Control |
| PEARTREE, DAVID, S | I | PRESIDENT, CCO | E | Control |
| PEARTREE, DAVID, S | I | PRESIDENT, CCO | E | Control |
| PEARTREE, DAVID, S | I | PRESIDENT, CCO | E | Control |
Registrations
Federal
IA
Mar 17, 2021 REGISTERED
Notice Filings (1)
NY
Address
160 LINDEN OAKSROCHESTER, NY 14625
United States
Phone: 585-389-6197