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Building 2RABENOLD ADVISORS, INC.

Map pinWILLIAMSVILLE, NY
Phone716-568-8790
NotebookSEC #801-135399
Total AUM
$35.6M
Employees
4
Clients
82

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5930 MAIN STREET
SUITE 400
WILLIAMSVILLE
NY 14221
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
716-568-8790

ReceiptFinancials

Total AUM
$35.6M
Accounts
117
Discretionary
$35.6M
Accounts
117
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
73
AUM
$15.6M
HNW Individual Clients
9
AUM
$20M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIATED FINANCIAL PLANNING FEE; NEGOTIATED FLAT ADVISOR FEE

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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