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Building 2SGROI WEALTH ADVISORY GROUP LLC

Map pinWEST SENECA, NY
Phone716-674-6700
NotebookSEC #801-112067
Total AUM
$1.4B
Employees
27
Clients
7,676

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
965 UNION ROAD
WEST SENECA
NY 14224
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
716-674-6700
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
7,676
Discretionary
$1.4B
Accounts
7,676
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7,478
AUM
$1.1B
HNW Individual Clients
169
AUM
$272.7M
Pension/Profit Sharing Plan Clients
23
AUM
$3.5M
Charitable Organization Clients
6
AUM
$1.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLGAILMINCNYOHPASCTNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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