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Building 2BUFFALO FIRST WEALTH MANAGEMENT, LLC

Map pinWILLIAMSVILLE, NY
Phone716-861-7371
NotebookSEC #801-120033
Total AUM
$91.7M
Employees
4
Clients
583

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7606 TRANSIT RD, SUITE 100
WILLIAMSVILLE
NY 14221
United States
Operating Hours
9:30 AM TO 4:00 PM
Monday - Friday
Phone
716-861-7371

ReceiptFinancials

Total AUM
$91.7M
Accounts
722
Discretionary
$91.7M
Accounts
722
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
427
AUM
$53.1M
HNW Individual Clients
18
AUM
$26.7M
Pension/Profit Sharing Plan Clients
135
AUM
$11.5M
Insurance Company Clients
3
AUM
$458.1K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNY

HandshakeAffiliates

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

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