Cudlipp Advisor Services

Trust Score 80%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.


Cudlipp Advisor Services, federally registered in 2015, is a Registered Investment Advisor (RIA) in 0 (unknown) state(s) with a licensed staff of 2 advisors. Cudlipp Advisor Services manages $54.6 million and provides investment advisory services for 394 clients (1:197 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $138,613
Hybrid Advisor No
Disciplinary History No
Total AUM $54.6 million
Advisor / Client Ratio 1:197
Headquarters Pittsford, NY
SEC Filings Forms and Brochures    (CRD # 173671)
State(s) Registered

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