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Home > Retirement Planners > new york > buffalo > TRUBEE WEALTH ADVISORS, INC.
TRUBEE WEALTH ADVISORS, INC.
600 Airborne Pkwy
Suite #120
Buffalo, New York 14225
Tel: 716-849-1401
About TRUBEE WEALTH ADVISORS, INC.
TRUBEE WEALTH ADVISORS, INC, formally registered with the SEC as TRUBEE WEALTH ADVISORS, INC. The firm was established in 06/11/2009. They have over 1 offices throughout the country.
TRUBEE WEALTH ADVISORS, INC. is a Buffalo, New York based Financial Planning firm with nearly $617,033,980 assets under management, offering retirement planning & investment advisory services to 1149 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 3618 |
| SEC# | 801-70259 |
| Assets Managed by Firm | $617,033,980 |
| No. of Clients | 1149 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1149 | $617,033,980 |
| Individuals (other than high net worth individuals) | 506 | $179,996,998 |
| High net worth individuals | 135 | $375,018,431 |
| Pension and profit sharing plans | 9 | $11,396,182 |
| Charitable organizations | 27 | $31,974,591 |
| Corporations or other businesses | 7 | $18,647,778 |
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