Cobblestone Capital Advisors
Financial Services • 
Penfield, New York, United States • 21-50 Employees
Company overview
| Headquarters | 500 Linden Oaks, Suite 210, Rochester, NY 14625, US |
| Phone number | +15854733333 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Founded | 1986 |
| Employees | 21-50 |
| Socials |
Key Contacts at Cobblestone Capital Advisors
Peter Greaves-Tunnell
Partner, Co-Founder
Eric Furnal
Director Of Private Investments, Principal
James Eckl
Director Of Wealth Planning
Cobblestone Capital Advisors Email Formats
Cobblestone Capital Advisors uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@captrust.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@captrust.com | 100% |
About Cobblestone Capital Advisors
Cobblestone Capital Advisors, LLC, is an experienced investment advisory firm managing $2 billion for over 750 clients, including individuals, families, and institutions. Headquartered in Rochester, NY, Cobblestone is built around a deeply staffed team of professionals who have been providing investment and wealth management services for over three decades. Cobblestone offers comprehensive investment management services, wealth planning, portfolio management, and private investments to a broad range of clients. Our investment and planning expertise equips clients to better build, manage, monitor, and retain their wealth. Investing in securities may result in loss of income and/or principal. This social media site is intended to provide general information only and should not be construed as an offer of specifically tailored individualized advice. Due to the dynamic and multi-directional nature of social media sites, Adviser has no editorial control over any third-party commentary or content and does not accept responsibility therefor. Adviser does not solicit and is unable to accept any endorsements, recommendations or testimonials regarding client experiences with the firm or its employees. Adviser retains the right to remove, to the extent possible, any content it deems inaccurate, inappropriate or violation of applicable laws and/or regulations.
Cobblestone Capital Advisors revenue & valuation
| Annual revenue | $6,474,240 |
| Revenue per employee | $155,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $20,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Cobblestone Capital Advisors has 12 employees across 3 departments.
Departments
Number of employees
Funding Data
Cobblestone Capital Advisors has never raised funding before.
Cobblestone Capital Advisors Tech Stack
Discover the technologies and tools that power Cobblestone Capital Advisors's digital infrastructure, from frameworks to analytics platforms.
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Webmail
France
United Arab Emirates
Canada
Portugal
Australia
Frequently asked questions
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