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CAPITAL INSIGHTS GROUP OF WNY, LLC.

Tel: 716-309-4109
640 Ellicott Street
Mailbox 10
Buffalo, New York  14203

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CAPITAL INSIGHTS GROUP OF WNY, LLC.

CAPITAL INSIGHTS GROUP OF WNY, LLC. is a Buffalo, New York based financial advisory firm with nearly $37,570,637 in assets under management and provides investment advisory services for 312 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

282909

SEC#:

801-128310

No. of Clients:

312

Assets under Management

$37,570,637

No. of Advisors:

2

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