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Building 2WESTERN NEW YORK FINANCIAL GROUP, LLC

Map pinBUFFALO, NY
Phone716-743-6262
NotebookSEC #801-117668
Total AUM
$84.1M
Employees
2
Clients
206

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
560 DELAWARE AVENUE
SUITE 102
BUFFALO
NY 14202
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
716-743-6262

ReceiptFinancials

Total AUM
$84.1M
Accounts
199
Discretionary
$58.8M
Accounts
193
Non-Discretionary
$25.4M
Accounts
6

ContactClients

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Individual Clients
199
AUM
$58.3M
Banking Clients
1
AUM
$492.5K
Pension/Profit Sharing Plan Clients
6
AUM
$25.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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