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Building 2MEMBERS ADVISORY GROUP, LLC

Map pinWILLIAMSVILLE, NY
Phone(716) 632-4066
NotebookSEC #801-77362
Total AUM
$443.2M
Employees
7
Clients
907

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6750 MAIN STREET
WILLIAMSVILLE
NY 14221
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(716) 632-4066
Other Offices
5

ReceiptFinancials

Total AUM
$443.2M
Accounts
1,439
Discretionary
$440.7M
Accounts
1,434
Non-Discretionary
$2.5M
Accounts
5

ContactClients

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Individual Clients
777
AUM
$233.7M
HNW Individual Clients
129
AUM
$209.2M
Corporation or Business Clients
1
AUM
$272.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLLANCNYOHSCTNTX

HandshakeAffiliates

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

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