JOHN C. SAUNDERS, C.P.A., P.C.
Firm details
- Headquarters
- ROCHESTER, New York
- CRD number
- 170706
- Website
- www.johncsaunderscpa.com
- Custodians
- BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
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
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 Funds100%
Contacts
1 of 1JOHN SAUNDERS
OwnerCRD 4131981
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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