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Building 2LOWER RIVER WEALTH MANAGEMENT

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Phone(716) 531-8550
NotebookSEC #801-79367
Total AUM
$27.8M
Employees
2
Clients
75

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00-4:00
Monday - Friday
Phone
(716) 531-8550

ReceiptFinancials

Total AUM
$27.8M
Accounts
110
Discretionary
$9.4M
Accounts
90
Non-Discretionary
$18.4M
Accounts
20

ContactClients

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Individual Clients
60
AUM
$9.4M
Pension/Profit Sharing Plan Clients
15
AUM
$18.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly 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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