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Findell & Co Inc (Rochester)


Findell & Co Inc is an adviser based in Rochester. It manages $23.36 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2001.

Findell & provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Findell &: assets under management

The assets under management (AUM) of Findell & Co Inc is $23.36 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $23.36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $583.99 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Findell & Co Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rochester

The principal office where Findell & Co Inc performs its advisory services is located at 59 S Main St, Rochester, NH 03867, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-332-1696 or by fax 603-335-0946. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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