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Building 2LANDMARK WEALTH MANAGEMENT

Map pinGETZVILLE, NY
Phone716-810-9594
NotebookSEC #801-74639
Total AUM
$679.7M
Employees
8
Clients
296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2410 NORTH FOREST ROAD
SUITE 101
GETZVILLE
NY 14068
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
716-810-9594

ReceiptFinancials

Total AUM
$679.7M
Accounts
298
Discretionary
$567.8M
Accounts
283
Non-Discretionary
$111.8M
Accounts
15

ContactClients

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Individual Clients
112
AUM
$135.2M
HNW Individual Clients
175
AUM
$512.6M
Charitable Organization Clients
7
AUM
$15.8M
Government Entity Clients
1
AUM
$2.9M
Corporation or Business Clients
1
AUM
$13.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANYPATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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