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WNY ASSET MANAGEMENT, LLC

Tel: 716-626-0060
6500 Sheridan Drive, Suite 200
Williamsville, New York  14221

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WNY ASSET MANAGEMENT, LLC

WNY ASSET MANAGEMENT, LLC is a Williamsville, New York based financial advisory firm with nearly $1,297,442,303 in assets under management and provides investment advisory services for 6654 clients. There are currently 40 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 , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

153872

SEC#:

801-71632

No. of Clients:

6654

Assets under Management

$1,297,442,303

No. of Advisors:

40

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