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Building 2MILLER, GESKO & COMPANY INC.

Map pinBUFFALO, NY
Phone716 852-7628
NotebookSEC #801-26388
Total AUM
$183.1M
Employees
5
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
237 MAIN STREET
STE 600
BUFFALO
NY 14203
United States
Operating Hours
8:30AM THRU 4:30PM
Monday - Friday
Phone
716 852-7628
Other Offices
1

ReceiptFinancials

Total AUM
$183.1M
Accounts
231
Discretionary
$131M
Accounts
195
Non-Discretionary
$52.1M
Accounts
36

ContactClients

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Individual Clients
35
AUM
$10M
HNW Individual Clients
40
AUM
$159.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M
Charitable Organization Clients
5
AUM
$12.3M

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
FLNY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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