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Building 2MUCHLER FINANCIAL SERVICES, INC.

Map pinDANSVILLE, NY
Phone585-335-5190
NotebookSEC #801-117342
Total AUM
$176M
Employees
6
Clients
680

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
202 MAIN ST.
DANSVILLE
NY 14437
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
585-335-5190

ReceiptFinancials

Total AUM
$176M
Accounts
1,215
Discretionary
$176M
Accounts
1,215
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
600
AUM
$96M
HNW Individual Clients
80
AUM
$80M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLNCNYVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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