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Building 2LAWLEY RETIREMENT ADVISORS

Map pinBUFFALO, NY
Phone716-849-8219
NotebookSEC #801-107260
Total AUM
$2.1B
Employees
12
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
361 DELAWARE AVENUE
BUFFALO
NY 14202
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
716-849-8219
Other Offices
1

ReceiptFinancials

Total AUM
$2.1B
Accounts
178
Discretionary
$98.1M
Accounts
6
Non-Discretionary
$2B
Accounts
172

ContactClients

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Pension/Profit Sharing Plan Clients
161
AUM
$2.1B

Briefcase businessServices

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Services Offered
Other ServicesPension Consulting
Other Services
RETIREMENT PLAN SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LANYTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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