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Building 2CAPITAL INSIGHTS GROUP OF WNY, LLC.

Map pinBUFFALO, NY
Phone716-309-4109
NotebookSEC #801-128310
Total AUM
$58.6M
Employees
3
Clients
128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
640 ELLICOTT STREET
MAILBOX 10
BUFFALO
NY 14203
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
716-309-4109

ReceiptFinancials

Total AUM
$58.6M
Accounts
363
Discretionary
$57.7M
Accounts
362
Non-Discretionary
$885.8K
Accounts
1

ContactClients

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Individual Clients
110
AUM
$32M
HNW Individual Clients
18
AUM
$26.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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