RIA Intel›Advisers›New York›W.G.SHAHEEN & ASSOCIATES,LTD.

W.G.SHAHEEN & ASSOCIATES,LTD.

Advisory

N·ROCHESTER, NY

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$1.5B
1-Year AUM Growth
0.0%
3-Year CAGR
+10.9%
Employees
8
Assets Under Management
Total AUM$1.5B
Discretionary AUM$1.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients683
Team
Total Employees8
Investment Advisers12
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record37
First FilingNov 9, 2001
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 37 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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