50 Lakefront Blvd, Suite 215
Buffalo, New York 14202
Tel: (716) 256-1682
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,549,092,782,514 | 92898 | 3167 | |
$1,661,286,615,154 | 189311 | 1305 | |
$1,402,425,838,334 | 2405783 | 29300 | |
$1,288,497,806,439 | 2184 | 6407 | |
$1,271,593,679,276 | 2911578 | 34934 |
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