CAPITAL INSIGHTS GROUP OF WNY, LLC.

640 Ellicott Street
Mailbox 10
Buffalo, New York 14203
Tel: 716-309-4109

About CAPITAL INSIGHTS GROUP OF WNY, LLC.

CAPITAL INSIGHTS GROUP OF WNY, LLC, formally registered with the SEC as CAPITAL INSIGHTS GROUP OF WNY, LLC. The firm was established in 07/10/2023. They have over 1 offices throughout the country.

CAPITAL INSIGHTS GROUP OF WNY, LLC. is a Buffalo, New York based Financial Planning firm with nearly $37,570,637 assets under management, offering retirement planning & investment advisory services to 312 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282909
SEC#	801-128310
Assets Managed by Firm	$37,570,637
No. of Clients	312
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
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	312	$37,570,637
Individuals (other than high net worth individuals)	104	$21,462,081
High net worth individuals	18	$16,108,556

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