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Building 2HYJC CAPITAL OF WNY

Map pinLAKEVILLE, NY
Phone585-261-4435
NotebookSEC #801-129355
Total AUM
$82.6M
Employees
2
Clients
276

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5989 BIG TREE RD
LAKEVILLE
NY 14480
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
585-261-4435

ReceiptFinancials

Total AUM
$82.6M
Accounts
407
Discretionary
$82.5M
Accounts
400
Non-Discretionary
$37.3K
Accounts
7

ContactClients

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Individual Clients
205
AUM
$40.7M
HNW Individual Clients
67
AUM
$41.7M
Charitable Organization Clients
3
AUM
$175.4K
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANYTX

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

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