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Building 2INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC

Map pinWILLIAMSVILLE, NY
Phone716-568-8566
NotebookSEC #801-69708
Total AUM
$1.5B
Employees
30
Clients
4,285

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
305 SPINDRIFT DRIVE
WILLIAMSVILLE
NY 14221
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
716-568-8566
Other Offices
3

ReceiptFinancials

Total AUM
$1.5B
Accounts
7,198
Discretionary
$1.5B
Accounts
7,198
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3,997
AUM
$944.6M
HNW Individual Clients
268
AUM
$561.6M
Charitable Organization Clients
3
AUM
$4.4M
Corporation or Business Clients
17
AUM
$26.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAKSLAMAMEMIMNNCNENHNJNVNYOHORPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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