WNY Asset Management, LLC, headquartered in Williamsville, NY, is a local investment advisory firm that boasts three offices. With a team of 31 dedicated professionals, 17 of whom specialize in investment advisory services, they offer comprehensive financial solutions to their clients. Each investment advisor at WNY Asset Management manages an average of $65,080,000 in assets under management, aligning with the industry average.
In terms of compensation, WNY Asset Management employs a flexible structure, incorporating various models such as a percentage of assets under management, hourly charges, and fixed fees. Notably, nearly half of their assets under management originate from employer 401K plans or individuals, showcasing their expertise in this specific area. Moreover, all the assets entrusted to WNY Asset Management are under their discretionary management, indicating a high level of trust and autonomy.
Impressively, WNY Asset Management serves over 2,800 individual clients, overseeing a substantial $1,106,306,000 in assets under management. The firm takes pride in their team of experienced advisors, including the seasoned professionals Steven Sanders, Judy Sescil, and Laureen Syta, who have been with the company for an extended period. Their longevity within the organization highlights their commitment to delivering exceptional financial guidance.
As WNY Asset Management, LLC continues to prioritize their clients' financial success, they remain a reliable choice for individuals and employers seeking comprehensive investment advisory services in the Williamsville, NY area.