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NOTE ADVISORS, LLC

Tel: (716) 256-1682
50 Lakefront Blvd, Suite 215
Buffalo, New York  14202

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NOTE ADVISORS, LLC

NOTE ADVISORS, LLC is a Buffalo, New York based financial advisory firm with nearly $292,461,620 in assets under management and provides investment advisory services for 992 clients. There are currently 8 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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

171466

SEC#:

801-79807

No. of Clients:

992

Assets under Management

$292,461,620

No. of Advisors:

8

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