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Building 2TRUBEE WEALTH ADVISORS, INC.

Map pinBUFFALO, NY
Phone716-849-1401
NotebookSEC #801-70259
Total AUM
$911.5M
Employees
17
Clients
734

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 AIRBORNE PKWY
SUITE #120
BUFFALO
NY 14225
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
716-849-1401

ReceiptFinancials

Total AUM
$911.5M
Accounts
1,377
Discretionary
$791.6M
Accounts
1,255
Non-Discretionary
$119.9M
Accounts
122

ContactClients

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Individual Clients
520
AUM
$206.3M
HNW Individual Clients
166
AUM
$628.3M
Pension/Profit Sharing Plan Clients
9
AUM
$12.4M
Charitable Organization Clients
31
AUM
$41.4M
Corporation or Business Clients
8
AUM
$23M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CAFLGAINMAMDNCNHNYPATXVA

HandshakeAffiliates

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

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