COURIER CAPITAL, LLC

1114 Delaware Avenue
Buffalo, New York 14209-1604
Tel: 716-883-9595

About COURIER CAPITAL, LLC

COURIER CAPITAL, LLC, formally registered with the SEC as COURIER CAPITAL, LLC. The firm was established in 01/04/2016. They have over 4 offices throughout the country.

COURIER CAPITAL, LLC is a Buffalo, New York based Financial Planning firm with nearly $2,862,984,436 assets under management, offering retirement planning & investment advisory services to 2222 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282485
SEC#	801-107119
Assets Managed by Firm	$2,862,984,436
No. of Clients	2222
No. of Advisors	23

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2222	$2,862,984,436
Individuals (other than high net worth individuals)	1684	$429,627,419
High net worth individuals	406	$1,399,585,642
Pension and profit sharing plans	71	$577,620,983
Charitable organizations	33	$351,968,010
Corporations or other businesses	27	$101,631,681

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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