MEMBERS ADVISORY GROUP, LLC
Williamsville, New York
Members Advisory Group, LLC, headquartered in Williamsville, NY, is a reputable small investment advisory firm with a robust client base of over 770 individuals. With a remarkable $312,581,000 in assets under management, they offer comprehensive financial services to cater to their clients' diverse needs. Operating from six strategically located offices, Members Advisory Group, LLC is well-positioned to serve a wide range of clients effectively.
With a specialized focus on employer 401Ks and individual investments, Members Advisory Group, LLC possesses extensive expertise in these areas. They boast an impressive track record in m...
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Assets Under Mgmt
$312.58M
Investment Professionals
4
Locations
5
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Other Business Activities
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of self-regulatory organizations rules
Disciplined by self-regulatory organization or commodities exchange
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