Cross Staff Investments Inc. is a large advisory firm based in Pittsford. It manages $262.48 million of regulatory assets for 956 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Connecticut, Florida, New Hampshire, and 6 other states.
Cross Staff Investments provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cross Staff Investments Inc. is $262.48 million. The firm's AUM has grown by 83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cross Staff Investments Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Candace Ann Shira is high net worth individuals with 188 clients and $187.16 million of assets under management. Among the 10 most similar advisory firms, Cross Staff Investments has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $262.48 million for 471 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Cross Staff Investments doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Candace Ann Shira has been acting as President since 1 Dec 2012. Anthony Joseph Filberto has served as the Chief Investment Officer since 1 Aug 2014. Marvin Charles Engle joined the executive team most recently as the Chief Financial Officer.
The principal office where Cross Staff Investments Inc. performs its advisory services is located at 115 Sully's Trail, Pittsford, NY 14534, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 585-249-1550 or by fax 585-249-1554. The normal business hours are 8-4 (mon-thurs), 8-12 (fri) on Monday - Friday. You can find more information about the New York firm at candaceshira.com.