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Building 2GIOKAS WEALTH ADVISORS

Map pinWILLIAMSVILLE, NY
Phone716-634-2211
NotebookSEC #801-58032
Total AUM
$13M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6580 MAIN ST
WILLIAMSVILLE
NY 14221
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
716-634-2211

ReceiptFinancials

Total AUM
$13M
Accounts
105
Discretionary
$0
Accounts
0
Non-Discretionary
$13M
Accounts
105

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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