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The Canandaigua National Bank And Trust Company (Canandaigua)


The Canandaigua National Bank And Trust Company is an adviser based in Canandaigua. It manages $27.9 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of New York.

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The Canandaigua National Bank And Trust Company provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Canandaigua National Bank And Trust Company: assets under management

The assets under management (AUM) of The Canandaigua National Bank And Trust Company is $27.9 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $27.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.9 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Canandaigua National Bank And Trust Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Canandaigua

The principal office where The Canandaigua National Bank And Trust Company performs its advisory services is located at 72 South Main Street, Canandaigua, NY 14424, which is also the mailing address of the firm. An additional office of the firm is in Pittsford, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 585-394-4260 or by fax 585-394-4001. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.cnbank.com.


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