Candace Shira Associates, LLC

$443.5MAssets under management
as of May 2026 · SEC Form ADV
Pittsford, NY
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Tech stack

No one at Candace Shira Associates, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $320M held · filed May 2024
SEI
Per Form ADV · $33M held · filed May 2024