Cobblestone Capital Advisors, Llc.

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Description

  • Cobblestone Capital Advisors, LLC, is an experienced investment advisory firm managing over $1.3 billion for over 600 clients, including individuals, families, and institutions.Headquartered in Rochester, NY, Cobblestone is built around a deeply staffed team of professionals who have been providing investment and wealth management services for over two decades. Cobblestone offers comprehensive investment management services, wealth planning, portfolio management, and private investments to a broad range of clients. Our investment and planning expertise equips clients to better build, manage, monitor, and retain their wealth.Investment in securities may result in loss of income and/or principal.
  • location

    Headquarters:500 Linden Oaks Suite 210, Rochester, New York, United States

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  • Cobblestone Capital Advisors, Llc. phone

    Phone Number: +1 585-473-3333

  • Cobblestone Capital Advisors, Llc. website

    Website: https://www.cobblestonecap.com

  • Cobblestone Capital Advisors, Llc. employees

    Employees:31

  • Cobblestone Capital Advisors, Llc. revenue

    Revenue:$1 - 10M

  • Cobblestone Capital Advisors, Llc. legal name

    Legal Name:Cobblestone Capital Advisors, Llc.

  • Cobblestone Capital Advisors, Llc.'s Social Media

    Cobblestone Capital Advisors, Llc. linkedin
  • done Is this data correct?
  • |  NAICS Code: 523930  |

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Person level website identification

Chief Investment Officer And Managing Director for Cobblestone Capital Advisors, Llc.

Jason Garlock

Chief Investment Officer And Managing Director

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View Employees

Jason Garlock

Chief Investment Officer And Managing Director

Peter Greaves-Tunnell

Partner, Co-Founder

Tom Bartlett

Partner

John Dipasquale

Managing Partner

Christopher Mooney

Director Of Client Services

Frequently Asked Questions regarding Cobblestone Capital Advisors, Llc.

  • Where are Cobblestone Capital Advisors, Llc.'s Headquarters?

    Cobblestone Capital Advisors, Llc.'s Headquarters are in 500 Linden Oaks Suite 210,Rochester,New York,United States

  • What is Cobblestone Capital Advisors, Llc.'s phone number?

    Cobblestone Capital Advisors, Llc.'s phone number is +1 585-473-3333

  • What is Cobblestone Capital Advisors, Llc.'s official website?

    Cobblestone Capital Advisors, Llc.'s official website is https://www.cobblestonecap.com

  • What is Cobblestone Capital Advisors, Llc.'s Revenue?

    Cobblestone Capital Advisors, Llc.'s revenue is $1 - 10M

  • What is Cobblestone Capital Advisors, Llc.'s NAICS code?

    Cobblestone Capital Advisors, Llc.'s NAICS code is 523930

  • How many employees are working in Cobblestone Capital Advisors, Llc.

    Cobblestone Capital Advisors, Llc. has 31 employees

  • What is Cobblestone Capital Advisors, Llc.'s Industry?

    Cobblestone Capital Advisors, Llc. is in the industry of Financial Services

  • Who is Cobblestone Capital Advisors, Llc.'s Chief Investment Officer And Managing Director?

    Cobblestone Capital Advisors, Llc.'s Chief Investment Officer And Managing Director is Jason Garlock

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