JOHN C. SAUNDERS, C.P.A., P.C.

RIASEC Registered
Total AUM
$2.2M
Discretionary
$0
0% of AUM
Avg account
$312K
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
ROCHESTER, New York
CRD number
170706
Custodians
BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans100%
Services
Pension Consulting

Firm profile

FINTRX

Overview

John C. Saunders, C.P.A., P.C. is a small, corporate advisory practice that combines accounting and pension consulting services with discretionary-free advisory relationships. The firm serves an institutional client base and bills on a percentage-of-AUM fee model. Investment activity is concentrated in pooled public vehicles — primarily mutual funds — with a deliberately compact footprint of assets under management. The firm reports no active ESG program and is not positioned as a multi-state RIA; its role appears focused on providing accounting and pension consulting alongside investment recommendations rather than acting as a broad capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • JOHN SAUNDERS

    OwnerCRD 4131981

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ROCHESTER, NY

MONROE

Location

ROCHESTER, NY

Headquartered in ROCHESTER, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area
Rochester-Batavia-Seneca Falls, NY
Region
Northeast
County
MONROE
Address
99 Park Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth