NOTE ADVISORS, LLC

50 Lakefront Blvd, Suite 215
Buffalo, New York 14202
Tel: (716) 256-1682

About NOTE ADVISORS, LLC

NOTE ADVISORS, LLC, formally registered with the SEC as NOTE ADVISORS, LLC. The firm was established in 05/27/2014. They have over 1 offices throughout the country.

NOTE ADVISORS, LLC is a Buffalo, New York based Financial Planning firm with nearly $292,461,620 assets under management, offering retirement planning & investment advisory services to 992 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171466
SEC#	801-79807
Assets Managed by Firm	$292,461,620
No. of Clients	992
No. of Advisors	8

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

Firm Client Information

	No. of Clients	AUM
Firm Total	992	$292,461,620
Individuals (other than high net worth individuals)	377	$106,909,333
High net worth individuals	43	$117,773,781
Pension and profit sharing plans	24	$60,995,263
Corporations or other businesses	12	$6,783,243

More Retirement Planning firms in Buffalo, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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