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LANDMARK WEALTH MANAGEMENT

Tel: 716-810-9594
2410 North Forest Road
Suite 101
Getzville, New York  14068

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LANDMARK WEALTH MANAGEMENT

LANDMARK WEALTH MANAGEMENT is a Getzville, New York based financial advisory firm with nearly $615,905,000 in assets under management and provides investment advisory services for 279 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 , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM

Firm CRD#:

109379

SEC#:

801-74639

No. of Clients:

279

Assets under Management

$615,905,000

No. of Advisors:

8

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