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Building 2DOPKINS WEALTH MANAGEMENT, LLC

Map pinWILLIAMSVILLE, NY
Phone716-634-8800
NotebookSEC #801-61818
Total AUM
$717M
Employees
6
Clients
312

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 INTERNATIONAL DRIVE
WILLIAMSVILLE
NY 14221
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
716-634-8800
Other Offices
1

ReceiptFinancials

Total AUM
$717M
Accounts
312
Discretionary
$714.4M
Accounts
311
Non-Discretionary
$2.6M
Accounts
1

ContactClients

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Individual Clients
149
AUM
$32.6M
HNW Individual Clients
140
AUM
$650.4M
Pension/Profit Sharing Plan Clients
7
AUM
$6.2M
Charitable Organization Clients
5
AUM
$2.2M
Corporation or Business Clients
11
AUM
$25.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANYTX

HandshakeAffiliates

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

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