1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2EUDAIMONIA WEALTH

Map pinBUFFALO, NY
Phone(716) 362-1182
NotebookSEC #801-132075
Total AUM
$35.8M
Employees
1
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1207 DELAWARE AVENUE
SUITE 110
BUFFALO
NY 14209
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(716) 362-1182

ReceiptFinancials

Total AUM
$35.8M
Accounts
116
Discretionary
$35.8M
Accounts
116
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
29
AUM
$14.7M
HNW Individual Clients
10
AUM
$21.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MONTHLY FINANCIAL PLANNING SUBSCRIPTION FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account