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Building 2OGOREK WEALTH MANAGEMENT, LLC

Map pinWILLIAMSVILLE, NY
Phone716-626-5000
NotebookSEC #801-18446
Total AUM
$558.9M
Employees
8
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
SHERIDAN MEADOWS CORPORATE PARK NORTH
6400 SHERIDAN DRIVE, SUITE 132
WILLIAMSVILLE
NY 14221-4842
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
716-626-5000

ReceiptFinancials

Total AUM
$558.9M
Accounts
665
Discretionary
$558.9M
Accounts
665
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
77
AUM
$45.1M
HNW Individual Clients
115
AUM
$406.2M
Charitable Organization Clients
1
AUM
$107.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

HandshakeAffiliates

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

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