ROCHESTER INVESTMENTS INC
Legal name: ROCHESTER INVESTMENTS
CRD #306782 SEC #801-119583 ROCHESTER, NY 585-568-6656
SEC Registered
Total AUM
$58.7M
Discretionary
$58.7M
Employees
2
Clients
101
Accounts
325
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $58.7M | $58.7M | $0 | 2 | 0 |
| Jun 2025 | $58.7M | $58.7M | $0 | 2 | 0 |
| Jun 2025 | $58.7M | $58.7M | $0 | 2 | 0 |
| Mar 2025 | $58.7M | $58.7M | $0 | 2 | 0 |
| May 2024 | $45.7M | $45.7M | $0 | 2 | 0 |
| Apr 2024 | $45.7M | $45.7M | $0 | 2 | 0 |
| Feb 2024 | $45.7M | $45.7M | $0 | 2 | 0 |
| Feb 2023 | $33.5M | $33.5M | $0 | 2 | 0 |
| Jun 2022 | $45M | $45M | $0 | 3 | 0 |
| Feb 2022 | $45M | $45M | $0 | 3 | 0 |
| Aug 2021 | $40.1M | $40.1M | $0 | 3 | 0 |
| Aug 2021 | $40.1M | $40.1M | $0 | 3 | 0 |
| Jul 2021 | $40.1M | $40.1M | $0 | 3 | 0 |
| Jun 2021 | $35.1M | $35.1M | $0 | 3 | 0 |
| Jun 2021 | $35.1M | $35.1M | $0 | 3 | 0 |
| Jan 2021 | $35.1M | $35.1M | $0 | 1 | 0 |
| Oct 2020 | $26.2M | $26.2M | $0 | 1 | 0 |
| Sep 2020 | $26.2M | $26.2M | $0 | 1 | 0 |
DateNov 2025
Total AUM$58.7M
Discretionary$58.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2025
Total AUM$58.7M
Discretionary$58.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2025
Total AUM$58.7M
Discretionary$58.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$58.7M
Discretionary$58.7M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees1
Clients0
DateOct 2020
Total AUM$26.2M
Discretionary$26.2M
Non-Disc.$0
Employees1
Clients0
DateSep 2020
Total AUM$26.2M
Discretionary$26.2M
Non-Disc.$0
Employees1
Clients0