LP Profile

Candace Shira Associates

Also known as candace shira

Wealth ManagerPittsford, United StatesFounded 2012
Pittsford
Headquarters
Investment Focus

About Candace Shira Associates

Candace Shira Associates is an asset management & financial planning firm developing wealth management, estate planning and retirement planning strategies

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Candace Shira Associates from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$443.5M
Total Clients
855
Filing Date
May 7, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Candace Shira Associates?

Candace Shira Associates is a wealth manager based in Pittsford, United States.

Where is Candace Shira Associates headquartered?

Candace Shira Associates is headquartered in Pittsford, United States.

When was Candace Shira Associates founded?

Candace Shira Associates was founded in 2012.

How can I contact Candace Shira Associates?

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