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Building 2RELIANCE FINANCIAL ADVISORS, LLC

Map pinBUFFALO, NY
Phone716-896-3232
NotebookSEC #801-72020
Total AUM
$106M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2819 WILLIAM ST
BUFFALO
NY 14227
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
716-896-3232

ReceiptFinancials

Total AUM
$106M
Accounts
1,040
Discretionary
$71M
Accounts
965
Non-Discretionary
$35M
Accounts
75

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX ADVICE AND TAX PREPARATION SERVICES
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Pending Civil ProceedingPending Regulatory ProceedingSRO Rule Violation
State Registrations
FLNCNY

HandshakeAffiliates

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

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