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NORTHCAPE WEALTH MANAGEMENT

Tel: (71) 632-6565
6565 Main Street
Williamsville, New York  14221

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NORTHCAPE WEALTH MANAGEMENT

NORTHCAPE WEALTH MANAGEMENT is a Williamsville, New York based financial advisory firm with nearly $565,612,204 in assets under management and provides investment advisory services for 1379 clients. There are currently 6 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 , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

312350

SEC#:

801-120425

No. of Clients:

1379

Assets under Management

$565,612,204

No. of Advisors:

6

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