W.G.SHAHEEN & ASSOCIATES,LTD.
SEC file number 801-60710
· ROCHESTER, NY
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.02B
Discretionary AUM
$970.4M
Employees
12
Clients
—
Firm
- Address
- 959 PANORAMA TRAIL S
ROCHESTER, NY 14625 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- A&G Associates LLC Medium name-match confidence · CIK 1965711 · WA