Eric
Furnal

Cobblestone Capital Advisors, LLC

CRD#6002985
Investment Advisor
in Rochester, NY

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About this Advisor

Eric Furnal is a financial advisor based in Rochester, New York, working with Cobblestone Capital Advisors, LLC. Eric has previously held a position at Cobblestone Capital Advisors, LLC and is registered to provide services in New York. Currently, Eric is part of Cobblestone Capital Advisors, LLC, which operates out of Rochester, New York. The firm has 1 office and 41 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Cobblestone Capital Advisors, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

500 Linden Oaks Suite 210
Rochester, NY 14625

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Cobblestone Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$2,577,480,524

NY Average: $7,464,549,021
Total Number of Employees

41

NY Average: 88
Total Number of Accounts

3,163

NY Average: 3,892
Average Account Size

$814,885

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Eric Furnal Work History

2012 - Present (12 years)

Cobblestone Capital Advisors, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Eric Furnal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cobblestone Capital Advisors, LLC

Thomas Bolt
Rochester, NY
Colin Desrosiers
Rochester, NY
Isabella Loughlin
Rochester, NY
Jesse Cramer
Rochester, NY
Elise Olivo
Rochester, NY
Charles Ruff
Rochester, NY
Eric Furnal
Rochester, NY
Allison Schraf
Rochester, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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