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OGOREK WEALTH MANAGEMENT, LLC

Tel: 716-626-5000
Sheridan Meadows Corporate Park North
6400 Sheridan Drive, Suite 132
Williamsville, New York  14221-4842

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OGOREK WEALTH MANAGEMENT, LLC

OGOREK WEALTH MANAGEMENT, LLC is a Williamsville, New York based financial advisory firm with nearly $525,271,810 in assets under management and provides investment advisory services for 638 clients. There are currently 7 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

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

105707

SEC#:

801-18446

No. of Clients:

638

Assets under Management

$525,271,810

No. of Advisors:

7

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