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Building 2COUNTRYSIDE FINANCIAL LLC

Map pinWILLIAMSVILLE, NY
Phone716-256-1330
NotebookSEC #801-134098
Total AUM
$73.2M
Employees
3
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8600 MAIN STREET
WILLIAMSVILLE
NY 14221
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
716-256-1330

ReceiptFinancials

Total AUM
$73.2M
Accounts
537
Discretionary
$73.2M
Accounts
537
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
233
AUM
$50.6M
HNW Individual Clients
15
AUM
$22.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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