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Building 2MOLDENHAUER & ASSOCIATES

Map pinORCHARD PARK, NY
Phone716-662-4361
NotebookSEC #801-134292
Total AUM
$764.9M
Employees
15
Clients
1,153

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6195 WEST QUAKER STREET
ORCHARD PARK
NY 14127
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
716-662-4361

ReceiptFinancials

Total AUM
$764.9M
Accounts
1,962
Discretionary
$764.9M
Accounts
1,962
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
920
AUM
$301.1M
HNW Individual Clients
232
AUM
$461.7M
Corporation or Business Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDNCNYOHPASCTNTXVA

HandshakeAffiliates

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

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