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Building 2WILLINK ASSET MANAGEMENT LLC

Map pinEAST AURORA, NY
Phone716-687-0648
NotebookSEC #801-79969
Total AUM
$53.5M
Employees
2
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
484 MAIN STREET
EAST AURORA
NY 14052
United States
Operating Hours
8:30AM - 4:30 PM
MONDAY-SATURDAY
Phone
716-687-0648

ReceiptFinancials

Total AUM
$53.5M
Accounts
128
Discretionary
$49.7M
Accounts
125
Non-Discretionary
$3.8M
Accounts
3

ContactClients

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Individual Clients
43
AUM
$16.8M
HNW Individual Clients
14
AUM
$36.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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