Candace Shira Associates, LLC
Firm details
- Headquarters
- Pittsford, New York
- CRD number
- 165984
- Registered since
- January 3, 2013
- Website
- www.candaceshira.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.59%
- Individuals19.55%
- Other1.87%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Candace Shira Associates, LLC is an independent, SEC-registered registered investment adviser that has operated since 2013 and is owned by an individual. The firm serves individual and family clients, combining financial planning, portfolio management for individuals and small businesses, and adviser selection. It also operates as an insurance broker. Fee arrangements include percentage-of-assets, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and does not report multi-state advisory registration.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities41%
- Cash & Cash Equivalents8%
Owners & executives
3 of 3
Anthony Filberto
Chief Investment OfficerCRD 4551510
Nancy Kay
Chief Compliance OfficerCRD 2971567
Marvin Engle
Chief Financial OfficerCRD 5897309
Contacts
1 of 1
Candace Shira
OwnerCRD 2992244
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$37.9M in ETFs
49%
$18.6M
9%
$19.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AKRE FOCUS ETF (AKRE) | Akre | $15.5M | 290,646 | 40.80% |
Location
Pittsford, NY
Monroe
Location
Pittsford, NY
Headquartered in Pittsford, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 115 Sullys Trl
- Time zone
- ET (UTC-5)
- Office locations
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