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Building 2FLORIAN FINANCIAL GROUP LLC

Map pinWILLIAMSVILLE, NY
Phone716-810-9590
NotebookSEC #801-67944
Total AUM
$215M
Employees
8
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1825 MAPLE ROAD
SUITE 240
WILLIAMSVILLE
NY 14221
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
716-810-9590

ReceiptFinancials

Total AUM
$215M
Accounts
957
Discretionary
$215M
Accounts
957
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
187
AUM
$57.9M
HNW Individual Clients
58
AUM
$128.5M
Pension/Profit Sharing Plan Clients
1
AUM
$18.8M
Corporation or Business Clients
1
AUM
$9.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

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

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