ESL Investment Services, LLC
Firm details
- Headquarters
- Rochester, New York
- CRD number
- 139176
- Registered since
- July 21, 2006
- Website
- www.esl.org
Firm profile
FINTRXOverview
ESL Investment Services, LLC is organized as a limited liability company and operates as a conventional broker‑dealer. The firm is owned by a domestic entity and/or individual stakeholders. Publicly reported firm attributes indicate it is not positioned as a capital allocator, is not an active ESG investor, and does not present itself as a multi‑state or newly formed adviser. Other descriptors in available records note it is not a pension consultant and is not listed as a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
ETF holdings
1 of 79Active vs passive
$562M in ETFs
74%
$415M
26%
$147M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $152M | 202,449 | 26.98% |
Location
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
- 225 Chestnut St
- Time zone
- ET (UTC-5)
- Office locations
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