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Building 2FIRST NIAGARA BANK

Map pinBUFFALO, NY
Phone716-819-5500
NotebookSEC #801-61545
Total AUM
$575.8M
Employees
1,000
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
726 EXCHANGE ST. SUITE 900
BUFFALO
NY 14210
USA
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
716-819-5500

ReceiptFinancials

Total AUM
$575.8M
Accounts
645
Discretionary
$318M
Accounts
537
Non-Discretionary
$257.9M
Accounts
108

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCOCTFLMAMINCNJNYOHVA

HandshakeAffiliates

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

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