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Building 2NORTHCAPE WEALTH MANAGEMENT

Map pinWILLIAMSVILLE, NY
Phone(71) 632-6565
NotebookSEC #801-120425
Total AUM
$706.1M
Employees
6
Clients
594

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6565 MAIN STREET
WILLIAMSVILLE
NY 14221
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(71) 632-6565
Other Offices
1

ReceiptFinancials

Total AUM
$706.1M
Accounts
1,394
Discretionary
$667M
Accounts
1,356
Non-Discretionary
$39.1M
Accounts
38

ContactClients

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Individual Clients
404
AUM
$138.8M
HNW Individual Clients
166
AUM
$535.4M
Charitable Organization Clients
16
AUM
$21.6M
Corporation or Business Clients
8
AUM
$10.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILMAMDNCNHNJNYOHPASCTXVA

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

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