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DOPKINS WEALTH MANAGEMENT, LLC

Tel: 716-634-8800
200 International Drive
Williamsville, New York  14221

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DOPKINS WEALTH MANAGEMENT, LLC

DOPKINS WEALTH MANAGEMENT, LLC is a Williamsville, New York based financial advisory firm with nearly $645,557,984 in assets under management and provides investment advisory services for 741 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

124209

SEC#:

801-61818

No. of Clients:

741

Assets under Management

$645,557,984

No. of Advisors:

7

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