James
Eckl
Cobblestone Capital Advisors, LLC
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About this Advisor
James Eckl is a financial advisor operating out of Rochester, New York who has 2 years of industry experience. Eckl is currently employed by Cobblestone Capital Advisors, LLC. They have been an employee of Cobblestone Capital Advisors, Llc for their entire career. Eckl is able to operate in New York. Cobblestone Capital Advisors, LLC is a company operating out of Rochester, NY. It has a total of 41 financial advisors. It controls $2 billion in assets under management between its 2,906 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 23 charities and foundations. Of its 2,906 customer accounts, 35% are associated with high-net-worth individuals who have at least $1 million in assets. Cobblestone Capital Advisors, LLC offers a diverse range of services, such as 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. Financial management fee schedules typically are based on which services the firm provides the client. Fees billed by Cobblestone Capital Advisors, LLC can consist of some blend of asset-based, fixed and performance-based fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Cobblestone Capital Advisors, LLC Brokerage Details
$2,253,449,018
41
2,906
$775,447
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
James Eckl Work History
James has been registered as a financial advisor for 2 years.*
Cobblestone Capital Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Eckl 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
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
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