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Building 2NOTE ADVISORS, LLC

Map pinBUFFALO, NY
Phone(716) 256-1682
NotebookSEC #801-79807
Total AUM
$437M
Employees
11
Clients
542

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 LAKEFRONT BLVD, SUITE 215
BUFFALO
NY 14202
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(716) 256-1682

ReceiptFinancials

Total AUM
$437M
Accounts
1,183
Discretionary
$436.6M
Accounts
1,170
Non-Discretionary
$358K
Accounts
13

ContactClients

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Individual Clients
465
AUM
$173.4M
HNW Individual Clients
53
AUM
$191.1M
Pension/Profit Sharing Plan Clients
24
AUM
$72.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

HandshakeAffiliates

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

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