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Building 2SAPERSTON LEGACY ADVISORS, INC.

Map pinHAMBURG, NY
Phone716-649-9800
NotebookSEC #801-121038
Total AUM
$180.8M
Employees
5
Clients
436

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
172 LAKE STREET
HAMBURG
NY 14075
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
716-649-9800
Other Offices
1

ReceiptFinancials

Total AUM
$180.8M
Accounts
436
Discretionary
$134.1M
Accounts
371
Non-Discretionary
$46.7M
Accounts
65

ContactClients

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Individual Clients
295
AUM
$35.1M
HNW Individual Clients
134
AUM
$142.9M
Pension/Profit Sharing Plan Clients
1
AUM
$282.9K
Corporation or Business Clients
6
AUM
$2.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLMANCNHNYOHTNTXVT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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