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NOTE ADVISORS, LLC

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

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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 StatusApproved
Firm CRD#171466
SEC#801-79807
Assets Managed by Firm$292,461,620
No. of Clients992
No. of Advisors8

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 ClientsAUM
Firm Total992$292,461,620
Individuals (other than high net worth individuals)377$106,909,333
High net worth individuals43$117,773,781
Pension and profit sharing plans24$60,995,263
Corporations or other businesses12$6,783,243

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