WESTERN NEW YORK FINANCIAL GROUP, LLC

560 Delaware Avenue
Suite 102
Buffalo, New York 14202
Tel: 716-743-6262

About WESTERN NEW YORK FINANCIAL GROUP, LLC

WESTERN NEW YORK FINANCIAL GROUP, LLC, formally registered with the SEC as WESTERN NEW YORK FINANCIAL GROUP, LLC. The firm was established in 11/21/2019. They have over 1 offices throughout the country.

WESTERN NEW YORK FINANCIAL GROUP, LLC is a Buffalo, New York based Financial Planning firm with nearly $73,666,167 assets under management, offering retirement planning & investment advisory services to 160 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306083
SEC#	801-117668
Assets Managed by Firm	$73,666,167
No. of Clients	160
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	160	$73,666,167
Individuals (other than high net worth individuals)	152	$53,555,328
Pension and profit sharing plans	7	$19,797,949

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