KEVIN G. CONLON, CPA, PC
Firm details
- Headquarters
- ROCHESTER, New York
- CRD number
- 118099
- Website
- www.conlonandcompany.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Kevin G. Conlon, Cpa, Pc operates as a small corporate accounting practice that maintains an advisory registration/affiliation but does not present as an active asset-gathering investment manager. The firm is owned by an individual and is classified as unclassified in industry listings. Its declared business activity is accounting, and it is associated with the industry categories of Other Investment Adviser and Accountant. The firm reports a non-standard fee structure labeled "Other" and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Investment activity appears limited. The firm is not listed as a capital allocator and there is no record of it operating as a discretionary money manager. Where investment products are referenced, they are basic pooled vehicles rather than direct allocations to third‑party alternative fund managers.
Assets & Accounts
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
Contacts
1 of 1KEVIN CONLON
OwnerCRD 4483874
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
- 1635 Brooks Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
FAMA FIDUCIARY WEALTH LLC
RIAROCHESTER, NY
HIGHROAD WEALTH ADVISERS, LLC
RIAROCHESTER, NY
HIGH FALLS ADVISORS, INC.
RIAROCHESTER, NY
SENECA FINANCIAL ADVISORS LLC
RIAROCHESTER, NY
WHITNEY & COMPANY
RIAROCHESTER, NY
BARRETT WEALTH MANAGEMENT
RIAROCHESTER, NY