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

Building 2SANDERSON WEALTH MANAGEMENT, LLC

Map pinBUFFALO, NY
Phone716-566-2420
NotebookSEC #801-61208
Total AUM
$1.4B
Employees
19
Clients
326

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 FOUNTAIN PLAZA
SUITE 750
BUFFALO
NY 14202
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
716-566-2420
Other Offices
12

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,755
Discretionary
$396.6M
Accounts
332
Non-Discretionary
$1B
Accounts
1,423

ContactClients

View more in analytics →

Individual Clients
84
AUM
$66.8M
HNW Individual Clients
234
AUM
$1.3B
Pension/Profit Sharing Plan Clients
7
AUM
$48.2M
Insurance Company Clients
1
AUM
$60.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLILMAMDMEMONCNHNJNYOHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account