WILLINK ASSET MANAGEMENT LLC

484 Main Street
East Aurora, New York 14052
Tel: 716-687-0648

About WILLINK ASSET MANAGEMENT LLC

WILLINK ASSET MANAGEMENT LLC, formally registered with the SEC as WILLINK ASSET MANAGEMENT LLC. The firm was established in 06/26/2014. They have over 1 offices throughout the country.

WILLINK ASSET MANAGEMENT LLC is a East Aurora, New York based Financial Planning firm with nearly $53,501,787 assets under management, offering retirement planning & investment advisory services to 128 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117622
SEC#	801-79969
Assets Managed by Firm	$53,501,787
No. of Clients	128
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	128	$53,501,787
Individuals (other than high net worth individuals)	43	$16,791,409
High net worth individuals	14	$36,710,378

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
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