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

Building 2PARAMOUNT WEALTH ADVISORS

Map pinBUFFALO, NY
Phone716-712-0127
NotebookSEC #801-136106
Total AUM
$37.6M
Employees
3
Clients
64

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1090 UNION ROAD
SUITE 230
BUFFALO
NY 14224
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
716-712-0127

ReceiptFinancials

Total AUM
$37.6M
Accounts
86
Discretionary
$37.6M
Accounts
86
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
44
AUM
$13.2M
HNW Individual Clients
12
AUM
$20.8M
Corporation or Business Clients
8
AUM
$3.7M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NYWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account