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Building 2LINWOOD INVESTMENT ADVISORS INC.

Map pinBUFFALO, NY
Phone716-572-4790
NotebookSEC #801-75232
Total AUM
$67.7M
Employees
2
Clients
153

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
138 WOODBRIDGE AVE
BUFFALO
NY 14214
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
716-572-4790

ReceiptFinancials

Total AUM
$67.7M
Accounts
153
Discretionary
$67.7M
Accounts
153
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
123
AUM
$14.3M
HNW Individual Clients
16
AUM
$20.7M
Pension/Profit Sharing Plan Clients
11
AUM
$31.5M
Corporation or Business Clients
3
AUM
$1.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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