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Building 2BUFFALO CAPITAL CORPORATION

Map pinNEWPORT BEACH, CA
Phone949-476-2799
NotebookSEC #801-80054
Total AUM
$126.3M
Employees
4
Clients
194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4299 MACARTHUR BLVD
SUITE 100
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:00AM TO 4:30PM
Monday - Friday
Phone
949-476-2799

ReceiptFinancials

Total AUM
$126.3M
Accounts
194
Discretionary
$126.3M
Accounts
194
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
72
AUM
$34M
HNW Individual Clients
54
AUM
$63.4M
Pension/Profit Sharing Plan Clients
60
AUM
$26.3M
Charitable Organization Clients
1
AUM
$563.2K
Corporation or Business Clients
7
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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