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Building 2WNY ASSET MANAGEMENT, LLC

Map pinWILLIAMSVILLE, NY
Phone716-626-0060
NotebookSEC #801-71632
Total AUM
$1.7B
Employees
35
Clients
3,260

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6500 SHERIDAN DRIVE, SUITE 200
WILLIAMSVILLE
NY 14221
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
716-626-0060
Other Offices
2

ReceiptFinancials

Total AUM
$1.7B
Accounts
3,256
Discretionary
$1.7B
Accounts
3,256
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,851
AUM
$855.5M
HNW Individual Clients
383
AUM
$845.2M
Charitable Organization Clients
9
AUM
$14.2M
Corporation or Business Clients
17
AUM
$14.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADEFLGAILLAMAMDMINCNHNJNVNYOHPASCTNTXVAWA

HandshakeAffiliates

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

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