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Wny Asset Management, Llc
Williamsville, New York
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 h...see more
Assets Under Mgmt
$1.11B
Investment Professionals
17
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Reviews for Wny Asset Management, Llc
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